Robert Elkins
Robert Elkins is a registered investment advisor at Wells Fargo Advisors, based in Sarasota, FL, with 43 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1605 Main St, 12th & 14th Fls, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (5)
Customer Dispute
October 2024Customer Dispute
February 2009Customer Dispute
January 1992Customer Dispute
November 1991Customer Dispute
June 1988Other Business Activities
Robert is a part-owner of Allodex Systems LLC (dental product manufacturer and distributor) and N4421X LLC (airplane ownership), dedicating minimal time to each. He also serves as trustee for his mother's and sister's trusts, spending a few hours per week on each.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Everen Securities, INC.Broker
Prescott, Ball & Turben, INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations19 states
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
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