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Robert Radli
37 Years of Experience
Palm Beach Gardens, FL
2 DisclosuresBroker
Robert Radli is a registered investment advisor at Raymond James & Associates, INC., based in Palm Beach Gardens, FL, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
3399 Pga Blvd., Suite 200, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2020Settled
Customer Dispute
January 2016Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2011 - Present · 15 yrs
Raymond James & Associates, INC.
May 2011 - Present · 15 yrs
Raymond James & Associates, INC.Broker
May 2011 - Present · 15 yrs
Previous Registrations
RBC Capital Markets, LLCBroker
October 2009 - June 2011 · 1 yr 8 mos
RBC Capital Markets, LLC
October 2009 - June 2011 · 1 yr 8 mos
J. B. Hanauer & CO.
July 1993 - October 2009 · 16 yrs 3 mos
J. B. Hanauer & CO.Broker
October 1991 - October 2009 · 18 yrs
John Radli Securities Co.,inc.Broker
January 1985 - March 1986 · 1 yr 2 mos
Russell & COBroker
March 1984 - October 1984 · 7 mos
Moore & Schley Municipals, INC.Broker
January 1984 - February 1984 · 1 mo
Marks, Allen & CO.Broker
November 1982 - January 1984 · 1 yr 2 mos
State Registrations17 states
CACTDEFLGAILMAMDMENCNJNMNYOHORTXUT
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.