Calvin
Robinson
Woodbury Financial Services, Inc
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About this Advisor
Calvin Robinson is a financial advisor operating in Seattle, Washington who has 3 years of industry experience. Robinson is on the advisory team at Woodbury Financial Services, Inc. Throughout their career, Robinson has worked at Wells Fargo, Goldbloom Wealth Management, Goldbloom Wealth Management LLC, Kms Financial Services, Inc, Securities America, Inc, Securities America Advisors, Fsc Securities Corp, Royal Alliance Associates, Inc, Sagepoint Financial, Inc, Triad Advisors LLC and Woodbury Financial Services, Inc. Robinson holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Washington. Woodbury Financial Services, Inc is a firm that has its headquarters in Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 advisors. It has $19 billion in assets under management across its 101,950 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 184 charities and foundations. Of its 101,950 accounts, just 11% are held by high-net-worth clients who have more than $1 million in investable assets. Woodbury Financial Services, Inc provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules depend on which service is offered. However, fees billed by Woodbury Financial Services, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Calvin Robinson Work History
Calvin has been registered as a financial advisor for 3 years.*
Triad Advisors LLC
Securities America, Inc
Fsc Securities Corp
Royal Alliance Associates, Inc
Sagepoint Financial, Inc
Woodbury Financial Services, Inc
Securities America, Inc
Securities America Advisors
Kms Financial Services, Inc
Goldbloom Wealth Management LLC
Goldbloom Wealth Management
Wells Fargo
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Calvin 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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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