BR
CFP
BR
CFP

Brian Alan Robinette

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

3402 Washington Road, #301, McMurray, PA, 15317

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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

Brian is a Senior Vice President at Fragasso Financial Advisors, working nearly full-time in this role. He is also an independent insurance agent, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Private Client Services, LLCBroker
August 2018 - Present · 7 yrs 6 mos
Fragasso Financial Advisors
February 2003 - Present · 23 yrs
Previous Registrations
LPL Financial LLC
October 2013 - February 2016 · 2 yrs 4 mos
LPL Financial LLCBroker
May 2000 - August 2018 · 18 yrs 3 mos
State Registrations10 states
AZCOFLILINMDNCOHPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.