Robert Littlefield
Robert Littlefield is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Quechee, VT, 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
Quechee, VT
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 1995Other Business Activities
Robert is the owner and/or officer of several support companies: Littlefield & Davidson Wealth Services, Littlefield Wealth Services, Littlefield& Asociates, and LITTLEFIELD& ASSOC. He dedicates minimal time to each of these businesses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Robert Thomas Securities, INCBroker
Maclaren Securities, INC.Broker
Winslow, Evans & Crocker, INC.Broker
Robert Thomas Securities, INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations25 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.