James
Robinson
Principal Asset Management
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About this Advisor
James Robinson is a financial advisor based in Fort Mill, South Carolina, working with Principal Asset Management. James has previously held positions at Princor Financial Services Corp, Principal Funds Distributor, Inc, and Principal Asset Management. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, James is part of Principal Asset Management, which operates out of Fort Mill, South Carolina. The firm has 19 offices and 1,955 employees. The firm manages assets totaling $377.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Principal Asset Management includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Asset Management Brokerage Details
$377,222,976,882
1,955
6,824
$55,278,865
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
James Robinson Work History
Principal Asset Management
Principal Funds Distributor, Inc
Princor Financial Services Corp
Disclosures
Please visit the SEC profile of James Robinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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