DR
CFP
DR
CFP

David Paul Robinson

36 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

10415 Morado Circle, The Avallon-Building I, Suite 150, Austin, TX, 78759

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is an insurance agent, spending minimal time reviewing applications and collecting renewals. He also serves as Managing Member of RCG Finish Well, LLC (about a quarter of his time) and President of Resource Consulting Group, Inc. (nearly full-time), both wealth management and consulting firms.

Employment History
Current Registrations
Osaic Wealth, INC.
November 2023 - Present · 2 yrs 3 mos
Osaic Wealth, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Resource Consulting Group, INC.
December 1989 - Present · 36 yrs 2 mos
Previous Registrations
Fsc Securities Corporation
June 2006 - November 2023 · 17 yrs 5 mos
Fsc Securities Corporation
October 1989 - December 2004 · 15 yrs 2 mos
Fsc Securities CorporationBroker
September 1989 - November 2023 · 34 yrs 2 mos
State Registrations15 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.