Grant Listern Robinson

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Experience

11 years in the industry.

1. Wells Fargo Clearing Services, LLCSep 2026 to now
2. Wells Fargo Bank, NAAug 2026 to now
3. Robinson Risk ConsultingJul 2025 to Aug 2026
4. Foundations Investment Advisors LLCJun 2025 to Jul 2025
5. Alloy Investment ManagementMay 2025 to Jul 2025
6. TD Bank N.A.Jul 2023 to May 2025
7. TD Private Client Wealth LLCJul 2023 to Feb 2025
8. Ameriprise Financial Services, LLCOct 2021 to May 2023
9. Moeller Advisory Grp.Aug 2021 to Aug 2021
10. Principal Securities IncJun 2021 to Oct 2021
11. Principal Life Insurance CompanyMay 2021 to Oct 2021
12. Wells Fargo Clearing Services, LLCMay 2020 to May 2021
13. Rhi General GroupMay 2020 to Aug 2020
14. State FarmFeb 2020 to Feb 2020
15. Panda ExpressMar 2019 to Aug 2019
16. University of South Carolina-aikenJan 2019 to Dec 2019
17. UpsDec 2018 to Dec 2018
18. UnemployedSep 2018 to Dec 2018
19. Outdoor Lighting PerspectivesJan 2018 to Aug 2018
20. University of South Carolina-aikenAug 2016 to Dec 2017
21. Aiken Soft WashMay 2015 to Aug 2017

Exams passed

• Series 63 · Uniform Securities Agent State Law2020
• Series 65 · Uniform Investment Adviser Law2022

State registrations

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

Wells Fargo Advisors

Legal name: Wells Fargo Clearing Services, LLC

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

7254141

Firm CRD

19616