AdFi
RA

Richard Alexander Robinson

Investment Adviser Representative at KCD Financial, Inc.

West Palm Beach, FLCRD #7893665Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Richard Alexander Robinson is an investment adviser representative with KCD Financial, Inc. in West Palm Beach, FL, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida and Texas.

Office

700 S. Rosemary Ave, Suite 204
West Palm Beach, FL 33401

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Texas
Broker:
2 states and territories

Florida, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/15/2025
Series 7
General Securities Representative Examination
Passed 4/21/2026
SIE
Securities Industry Essentials Examination
Passed 11/16/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

KCD Financial, Inc.Current
4/22/2026 – West Palm Beach, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Guided Financial Advisors
    Apr 2024 – no end date reportedWest Palm Beach, FL
  2. KCD Financial
    Jan 2026 – no end date reportedWest Palm Beach, FL
  3. Olive Garden
    Jan 2021 – Dec 2022Boca Raton, FL
  4. Florida Atlantic University
    Aug 2020 – Dec 2023Boca Raton, FL
  5. North PORT HIGH School
    Aug 2016 – Jun 2020North Port, FL
  6. Unemployed
    Jan 2016 – Jan 2021Boca Raton, FL
  7. Unemployed
    Dec 2023 – Apr 2024Boca Raton, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About KCD Financial, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm account minimum
$25,000 (waivable)
Firm's annual rate schedule by assets
  • Up to $100,0002.50%
  • $100,000 to $500,0001.50%
  • $500,000 to $1,000,0000.75%
  • Above $1,000,0000.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Brokerage and advisory services for independent financial representatives, including one-on-one support, guidance, and tools to help representatives succeed and grow.

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers
Firm areas of expertise
Broker-dealerRegistered Investment AdvisorIndependent Financial PlanningRepresentative SupportComplianceRegistrations And Licensing

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
38
Offices listed on AdvisorFinder:
11
Main office:
Green Bay, WI
Founded:
2003
SEC file number:
801-110069

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 11, 2026

View full firm profile

Other advisors at KCD Financial, Inc.

Showing 12 of 38 in the directory

View KCD Financial, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard Alexander Robinson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Richard Alexander Robinson (KCD Financial) - Advisor Profile