Lois Athelyn 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

• 01/2011 → Present
  Aim
  Trumbull, CT
• 02/2012 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2009-02-02 → 2011-01-04
  Chase Investment Services Corp.
  Shelton, CT
  Bridgeport, CT
  Bridgeport, CT
  Bridgeport, CT
  Stratford, CT
• 2004-10-01 → 2005-04-27
  Citicorp Investment Services
  Westport, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-28
• S63 Uniform Securities Agent State Law Examination
  1994-07-07