Robert Elliott
Robert Elliott is a registered investment advisor at Raymond James & Associates, INC., based in Somerset, KY, with 40 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
44 Public Square, Somerset, KY, 42501
Get directionsHistory
Regulatory History (5)
Customer Dispute
June 2016Customer Dispute
April 2010Customer Dispute
July 2009Customer Dispute
May 2009Customer Dispute
April 2008Other Business Activities
Robert has some ownership/working interest in Lindsey & Elliott Co., an oil and gas well company, through his trusts. He also has a financial responsibility in W.E. Elliott Jr. Trustee, a family business inherited from his grandfather, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.Broker
J.C. Bradford & CO.Broker
State Registrations18 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.