Unclaimed Profile

Rhonda Wadsworth Robinett

PALLADIUM PARTNERS, LLC·NORFOLK, Virginia

Series 65Clean record21 years registeredPALLADIUM PARTNERS, LLC

999 WATERSIDE DRIVE, NORFOLK, VA 23510-3320CRD# 4862668Firm CRD# 145076

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rhonda Wadsworth Robinett · NORFOLK, VA

Registration

CRD #4862668 · PALLADIUM PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PALLADIUM PARTNERS, LLC

CERITY PARTNERS LLC

Jun 2022 – Dec 2023

NORFOLK, VA

PALLADIUM REGISTERED INVESTMENT ADVISORS

Feb 2008 – Sep 2022

NORFOLK, VA

BB&T ASSET MANAGEMENT, INC.

Sep 2004 – Feb 2008

NORFOLK, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 27, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PALLADIUM PARTNERS, LLC

CRD 145076 · SEC 801-68408

AUM

$3.4B

Regulatory assets under management

Employees

2,579 client accounts

Services offered by PALLADIUM PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PALLADIUM PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Rhonda Wadsworth Robinett offer?

Rhonda Wadsworth Robinett specializes in Financial Planning, Investment Management, Wealth Management.

What are Rhonda Wadsworth Robinett's credentials?

Rhonda Wadsworth Robinett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rhonda Wadsworth Robinett located?

Rhonda Wadsworth Robinett is based in NORFOLK, Virginia, last registered with PALLADIUM PARTNERS, LLC.

How does Rhonda Wadsworth Robinett charge for services?

Rhonda Wadsworth Robinett'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 PALLADIUM PARTNERS, LLC?

PALLADIUM PARTNERS, LLC has approximately 31 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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