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Tod Joel Robinson

PLANFIRST INC·GREENVILLE, South Carolina
Unclaimed Profile
9 HALTON GREEN WAY, GREENVILLE, SC 29607CRD# 6886669Firm CRD# 108941
01

About

Tod Joel Robinson is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with PLANFIRST INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PLANFIRST INC
PLANFIRST INC
AUM
$374M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PLANFIRST INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6886669
Firm CRD# 108941
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tod Joel Robinson offer?
Tod Joel Robinson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Tod Joel Robinson's credentials?
Tod Joel Robinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tod Joel Robinson located?
Tod Joel Robinson is based in GREENVILLE, South Carolina, working with PLANFIRST INC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Tod Joel Robinson charge for services?
Tod Joel Robinson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLANFIRST INC?
PLANFIRST INC has approximately 10 employees and manages $374M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GREENVILLE
Patricia Balentine — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Christopher A. Jones — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Ralph Bryan Barany — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Jill Clark Wagner — WEALTH MANAGEMENT ADVISORS, LLCWilliam Henley Shawcross — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
Nearby cities in South Carolina
CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
CHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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