Robert Stanton
Robert Stanton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Forest, CA, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1 Orchard Road, Suite 130, Lake Forest, CA, 92630
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert owns Portfolio Design - PSDS Design Inc., dedicating minimal time to computer work and website maintenance. He also owns Stanton & Castleton Inc., an RJFS independent branch, dedicating about half of his time to this investment-related activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Wachovia Securities, LLC
Wachovia Securities, INC.Broker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Prudential Securities IncorporatedBroker
Everen Securities, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
Painewebber IncorporatedBroker
First Dominion Financial Services, INC.Broker
State Registrations43 states
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