Robert Smith
Robert Smith is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Birmingham, AL, with 39 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
2020 Cahaba Rd., Birmingham, AL, 35223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert works as a financial consultant for Pinnacle Asset Management and Pinnacle Financial Partners/Pinnacle Bank, dedicating about half of his time to each. At Pinnacle Financial Partners, he assists clients with financial planning through securities purchases.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
PNC Managed Account Solutions, INC.
Bbva Securities INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Bbva Wealth Solutions INC.
St Johns Wealth Management
Bbva Compass Investment Solutions, INC.
Bbva Compass Investment Solutions, INCBroker
Regions Investment Company, INC.Broker
State Registrations11 states
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