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Audrea Rice Robbins

Investment adviser representative at Money Management Services Inc
28 yearsExperience
1 stateRegistered in
$442.7MFirm assets
33 yearsFirm in business

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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
  • Seminars and workshops

Experience

28 years in the industry.

  1. Triad Advisors, Inc.Jan 2001 to now
  2. Money Management Services, Inc.May 1998 to now

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 1 state (AL).

Money Management Services Inc

Legal name: Money Management Services, Inc.

$442.7MAssets managed
522Clients
5Advisers
33 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
4070123
Firm CRD
106832
Advisor's SEC record (opens in a new tab)
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