James Roble is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Largo, FL, 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
2401 West Bay Drive, Largo, FL, 33770
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a founder/leader of a non-profit organization, Clearwater High School, and mentors two students. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Miller Johnson Steichen Kinnard, INC.Broker
Miller, Johnson & Kuehn, IncorporatedBroker
Juran & Moody, INC.Broker
State Registrations31 states
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