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Robert Fierman
43 Years of Experience
Atlanta, GA
1 DisclosureBroker
Robert Fierman is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 43 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
3050 Peachtree Road, Nw, Suite 600, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2002Settled
Other Business Activities
Robert volunteers with the Cheatham Hill Farm Homeowners Association, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
January 1994 - Present · 32 yrs 4 mos
Raymond James & Associates, INC.Broker
March 1985 - Present · 41 yrs 2 mos
Raymond James & Associates, INC.
March 1985 - Present · 41 yrs 2 mos
Previous Registrations
Phoenix Financial CorporationBroker
January 1983 - January 1985 · 2 yrs
State Registrations27 states
ALCACODCFLGAIAIDILINKSMAMIMOMSMTNCNYOHORPASCTNTXVAWAWV
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.