Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
28 years
Location
Troy, NC 27371
OSAIC Institutions, INC.
Enterprise
Jeffery Robinson is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at First Bancorp since 2016 and Infinex Investments, Inc. since 2015. Outside of his advisory roles, Robinson serves as chairman of the budget and finance committee at First Baptist Church in Biscoe, NC. OSAIC Institutions, Inc. is an SEC-registered investment adviser that provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model and serves a diverse client base including individuals, retirement plans, trusts, estates, and corporate clients.
Based on OSAIC Institutions, INC.
Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.
$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program
Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.
Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.
Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.
Troy, NC
1040 Albemarle Rd
Troy NC 27371
Advisors at this office
1
North Carolina
28 years of industry experience
First Bancorp
2016 - Present • 10 years
Troy, NC
Infinex investments, Inc.
2015 - Present • 11 years
Meriden, CT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Candor, NC
Fortress Family Asset Management LLC
Casey Rose is a financial advisor at Fortress Family Asset Management LLC with one year of industry experience. Prior to entering financial advising, Rose served seven years in the Department of Defense and seven years at DayStarr Communications. Rose is also a licensed insurance agent. Fortress Family Asset Management LLC provides discretionary portfolio management and financial planning services to individuals and businesses. The firm uses a combination of top-down macroeconomic frameworks and bottom-up technical analysis to implement dynamic, regime-based asset allocations tailored to client risk tolerance and objectives.
ChFC®, Series 66
Albemarle, NC
Edward Jones
Tracey Hayes is a ChFC® and Series 66 licensed financial advisor with 14 years of industry experience. She has been with Edward Jones in Albemarle, NC since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Series 66
Troy, NC
Edward Jones
Erica Miller is a financial advisor with Edward Jones in Troy, North Carolina, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones, she worked at Thomasville City Schools for four years. She has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide.
Series 66
Troy, NC
Thrivent Investment Management
Adam Burrow is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work includes roles at Shelton Insurance and Montgomery Insurance, as well as a year at Burrows Landscaping. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial plans that cover a wide range of topics. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.
CFP®, Series 66
Troy, NC
Edward Jones
Michael Hayes is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2010. He holds a Series 66 designation and is based in Troy, NC. Outside of his advisory role, he owns Everlast Properties, LLC, a real estate business in Asheboro, NC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.
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