Robin Lynn Carmichael
Investment adviser representative at Osaic Wealth, Inc.
2 yearsExperience
1 stateRegistered in
ChFC®Designation
$234.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
2 years in the industry.
- Osaic Wealth, Inc.Nov 2018 to now
- Signator Investors IncMay 2018 to Nov 2018
- Cambridge Investment Research Advisors, Inc.May 2016 to May 2018
- Cambridge Investment Research, Inc.May 2016 to May 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (FL).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3089697
- Firm CRD
- 23131