Robert Thompson
Robert Thompson is a registered investment advisor at Raymond James & Associates, INC., based in Chicago, IL, with 41 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
120 S Riverside Plaza, Suite 700, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is an advisor for the Franciscan Province of the SH, a non-profit organization, since 2019. He spends minimal time reviewing outside money managers and providing asset allocation guidance.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
A. G. Edwards & Sons, INC.Broker
Shearson Lehman Hutton INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations24 states
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