RB
RB

Robert Bishop

41 Years of Experience
Dublin, OH
Broker

Robert Bishop is a registered investment advisor at Raymond James & Associates, INC., based in Dublin, OH, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6745 Longshore St, Suite 220, Dublin, OH, 43017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is an author through Mason Alley Publishing since 2013, dedicating a few hours per week to this activity. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2002 - August 2023 · 20 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2002 - August 2023 · 20 yrs 11 mos
Salomon Smith Barney INC.Broker
July 1993 - October 2002 · 9 yrs 3 mos
Lehman Brothers INC.Broker
July 1984 - July 1993 · 9 yrs
State Registrations33 states
AZCACOCTFLGAHIIAILINKSKYLAMAMEMIMNMONCNHNMNVNYOHPASCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Robert Bishop - Financial Advisor | TrueAdvisor