Jeffrey
Robinson

Guidestone Advisors

CRD#2879661
Investment Advisor
in Dallas, TX
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About this Advisor

Jeffrey Robinson is a certified financial planner and chartered financial consultant operating in Dallas, Texas, who has been in the financial industry for 16 years. Robinson is an employee of Guidestone Advisors. During their career, Robinson has held roles at Guidestone Financial Resources Of Sbc, Pfpc Distributors, Inc and Guidestone Financial Services. Robinson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Guidestone Advisors is a financial advisory firm headquartered in Dallas, Texas. Guidestone Advisors performs a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely vary depending on which service is offered. However, fees billed by Guidestone Advisors typically consist of other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

5005 Lbj Freeway Ste. 2200
Dallas, TX 75244-6152

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Guidestone Advisors Brokerage Details

Total Assets Under Management

$60,144,592

TX Average: $3,042,739,679
Total Number of Employees

18

TX Average: 49
Total Number of Accounts

82

TX Average: 2,315
Average Account Size

$733,471

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jeffrey Robinson Work History

Jeffrey has 16 years of experience.

2009 - Present (10 years)

Guidestone Financial Services

2002 - Present (17 years)

Guidestone Financial Resources Of Sbc

2002 - 2009 (7 years)

Pfpc Distributors, Inc

Disclosures

Jeffrey Robinson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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