Brent William Robinson

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 01/2014 → Present
  Money Concepts Capital Corp
  Milpitas, CA
• 09/2010 → 05/2020
  Sheraton Hotels
  Milpitas, CA

Other Businesses

1. BR Tax Planners, CPA/ Tax Preparation / Accounting. Owner, Non-investment related, 21-40% time spent on activity during non-securities hrs. 2. Robinson Financial Group, LLC, Owner, DBA, investment related, 60% time spent on activity during securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2014-02-24

Other Names

• Brent Robinson