BR
CFP
BR
CFP

Blake Stanton Robinson

23 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
11,990 clients
Average Client Portfolio
$591K average
Assets Under Management
$7.1B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

140 E. Washington Street, Monroe, GA, 30655

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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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Employment History
Current Registrations
Synovus Securities, INC.
April 2011 - Present · 14 yrs 10 mos
Synovus Securities, INC.Broker
April 2011 - Present · 14 yrs 10 mos
Previous Registrations
Thrivent Investment Management INC.
October 2008 - April 2011 · 2 yrs 6 mos
Thrivent Investment Management INC.Broker
September 2008 - April 2011 · 2 yrs 7 mos
MML Investors Services, INC.
January 2008 - September 2008 · 8 mos
MML Investors Services, INC.Broker
December 2007 - September 2008 · 9 mos
Thrivent Investment Management INC.
November 2004 - December 2007 · 3 yrs 1 mo
Thrivent Investment Management INC.Broker
August 2002 - December 2007 · 5 yrs 4 mos
State Registrations12 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Blake Stanton Robinson - Financial Advisor | TrueAdvisor