Robert Littlefield
Robert Littlefield is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Beverly, MA, 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
715 Hale Street, Beverly, MA, 01915
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.