Advisor at Robinson Wealth and Financial Planning
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.
Location
Hobbs, NM
Credentials
Series 63, Series 65
Industry experience
1 year
Kristina Robinson is a financial advisor at Robinson Wealth and Financial Planning in Hobbs, NM, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior roles include positions at Primerica and Lincoln College of Technology. She is also a licensed insurance agent. Robinson Wealth and Financial Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods, focusing on mutual funds, equities, fixed income, ETFs, annuities, and non-U.S. securities.
Based on Robinson Wealth and Financial Planning
Based on Robinson Wealth and Financial Planning
Fixed financial planning fees negotiated between $250 and $10,000.
$0 - $50,000: 1.35% $50,001 - $100,000: 1.3% $100,001 - $300,000: 1.25% $300,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: .75% $3,000,001+: .70%
Hobbs, NM
New Mexico · Texas
Robinson Wealth and Financial Planning
2024 - Present (2 years)
Primerica
2024 - 2024 (1 year)
Homemaker
2020 - 2024 (4 years)
Lincoln College of Technology
2017 - 2020 (3 years)
Dyer Vision
2015 - 2017 (2 years)
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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Hobbs, NM
Edward Jones
Series 66
Hobbs, NM
Edward Jones
Series 66
Hobbs, NM
Merrill
Tonya Fisher is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2003 and joined Merrill Lynch in 2016. Tonya utilizes the investment resources of Merrill Lynch and the banking services of Bank of America to address various aspects of her clients' financial lives. Her areas of expertise include education planning, institutional consulting, services for endowments, foundations, and non-profits, employee financial health, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and women and wealth. Tonya holds a bachelor's degree in English from New Mexico State University and a master's degree in Technical Communication from Texas Tech University. Her professional designations include Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Tonya is active in her community, supporting the Lea County Humane Society and other animal rescue organizations. Her personal interests include gardening, horseback riding, knitting and crocheting, photography, reading, writing, and yoga.
Series 66
Hobbs, NM
Merrill
Brandon Arnold is an Associate Resident Director at Merrill Lynch Wealth Management. He has been in the financial services industry since 2011 and joined Merrill Lynch Wealth Management in 2016. Brandon focuses on developing strategies and advice for individuals, families, and businesses by understanding their short- and long-term financial objectives. He holds a Bachelor's Degree from Texas Tech University and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brandon's expertise includes education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brandon lives in Hobbs with his daughter Micah. He is active in the community, supporting organizations such as Habitat for Humanity of Hobbs and the Make a Wish Foundation. In his personal time, he enjoys fishing, golfing, horseback riding, spending time with his family, and watching movies.
Series 66
Hobbs, NM
Cambridge Investment Research Advisors
Phillip Carrell Jr. is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2017, following a prior role at Securities America Advisors. Outside of advising, he is active as an insurance agent in Hobbs, NM. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers a range of advisory services from financial planning to portfolio management, utilizing various platforms and third-party strategists to support tailored investment solutions.
Series 66
Hobbs, NM
Edward Jones
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