Robert Pehl
Robert Pehl is a registered investment advisor at Raymond James & Associates, INC., based in Chehalis, WA, 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
318 NW Chehalis Avenue, Chehalis, WA, 98532
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2002Other Business Activities
Robert is a partner in BHST Invesments LLC, involved in real estate brokerage/agent or development through Blue Rock LLC and Summit Road Inv LLC, and owns rental real estate through Chehalis Property Trust LLC, HJP INV LLC, SSRE INV LLC, SSRE Inv 2, and LCRE Inv, LLC. He spends minimal time on each of these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Dean SecuritiesBroker
State Registrations27 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.