Brian Patterson Robson

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2012 → 08/2017
  Next Financial Group
  Glen Alen, VA
• 08/2017 → 12/2019
  Securities America Inc.
  Richmond, VA
• 09/2021 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 09/2021 → Present
  Orenduff & Associates
  Henrico, VA
• 12/2006 → Present
  Brian Patterson Robson Jr. Dba Robson Financial Legacies, Llc
  Richmond, VA
• 07/2018 → Present
  Richmond Council Of The Navy League Of U.S.
  Richmond, VA

Other Businesses

1) Orenduff & Associates-1500 Forest Ave., Suite 114, Henrico, VA 23229; Investment related; Investments & securities sales & svcs; Representative; Start date 9/2021; 80 hrs/mnth & during trading. 2) Brian Patterson Robson Jr. dba Robson Financial Legacies, LLC-8702 Pinyon Road, Henrico, VA 23229; Investment related; Insurance (fixed & indexed annuities, Medicare (supplement, Part D, Part C), disability, life) sales & svcs; Owner; Start date 12/2006; 150 hrs/mnth; 120 hrs/mnth during trading. 3) Richmond Council of the Navy League of the U.S.-PO Box 11201, Richmond, VA 23230; Noninvestment related; Service Organization-provide guidance on member recruitment, assist with planning & executing field trips, activities, assist w/procuring speakers for member mtgs, give guidance to council needs; Board of Directors; Start date 7/2018; 5-10 hrs/mnth & during trading. 4) Pine Point Citizens Association; P,O, Box 242, Heathsville VA 22473 Start Date 6/1/2024; Member of Executive Committee; Provide advice and assist in decision making regarding a host of community issues including infrastructure maintenance and community events.; 5 hrs/mo; 0 hrs/mo during trading; NIR 5) Richmond Council of the Navy League of the U.S.; P.O. Box 11201, Richmond VA 23230; Start Date 07/01/2017; Board Member; Provide advice and project management; 10 hrs/mo; 5 hrs/mo; NIR

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-21
• S63 Uniform Securities Agent State Law Examination
  1986-03-17

Other Names

• Pat Robson
• Brian Patterson Robson
• Brian Patterson Robson