Robert Roy Robinson

Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Gillette, WY
• 11/2016 → 02/2019
  Wells Fargo Clearing Services, Llc
  Gillette, WY
• 01/2006 → 02/2019
  Wells Fargo Advisors
  Casper, WY
• 02/2019 → Present
  Kingsview Wealth Management Llc
  Casper, WY
• 02/2019 → Present
  Kingsview Partners Llc
  Grants Pass, GA

Previous Registrations

• 2011-01-03 → 2019-02-08
  Wells Fargo Clearing Services, Llc
  Riverton, WY
  Gillette, WY
  Dubois, WY
  Casper, WY
  Casper, WY
  Billings, MT
  Casper, WY
• 2019-01-16 → 2019-01-17
  Kingsview Wealth Management, Llc
  Casper, WY
  Grants Pass, OR
• 2004-11-15 → 2011-01-03
  Wells Fargo Investments, Llc
  Riverton, WY
  Dubois, WY
  Casper, WY
  Gillette, WY
  Casper, WY
  Casper, WY

Exams

• S66 Uniform Combined State Law Examination
  2004-11-08