Julie A. Wurst, CFP
45yrs
Top advisor by experience in Tacoma
21yrs
Cale Robinson
Financial advisor at Merrill
Cale Robinson is a fiduciary financial advisor in Tacoma, Washington, with 21 years in the industry. Cale joined Merrill in 2011, after five years at Wells Fargo Investments. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 304 advisors with offices in Tacoma, and one of 287 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 66% of advisors in Washington
Office1201 Pacific Ave, Tacoma, WA 98402
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowMerrillCurrent firm
- 2005 – 2011Wells Fargo Investments, LLCPreviously
Contact Cale
Local office(253) 593-8881Ask for Cale. (800) 637-7455Main office · New York, NY 1201 Pacific AveTacoma, WA 98402Office · Get directions
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Questions to ask Cale
Tailored to Cale’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Cale
How do I contact Cale?
Call Cale’s local office at (253) 593-8881 or the Merrill main office at (800) 637-7455, and ask for Cale Robinson.
How long has Cale been a financial advisor?
Cale has been in the industry since 2005, about 21 years. More experience than 66% of advisors in Washington.
What licenses does Cale hold?
Series 66. Tap any license on this page to see what it allows.
Is Cale a fiduciary?
Cale is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cale paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Cale for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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