RD
RD

Robert Diskin

35 Years of Experience
Bingham Farms, MI
Broker

Robert Diskin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bingham Farms, MI, with 35 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

30850 Telegraph Road, Suite 100, Bingham Farms, MI, 48025

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Robert is a partner in LV & RD Management, LLC, the treasurer of Oxbow Lake Private Launch Association, and the owner of Robert S. Diskin, CPA. He is also an officer of Viking Financial Group, Inc., a support company.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2010 - Present · 15 yrs 10 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 6 mos
Previous Registrations
Robert Thomas Securities, INCBroker
February 1996 - January 1999 · 2 yrs 11 mos
Smith Barney INC.Broker
July 1993 - February 1996 · 2 yrs 7 mos
Lehman Brothers INC.Broker
December 1991 - July 1993 · 1 yr 7 mos
American Express Financial Advisors INC.Broker
December 1989 - October 1990 · 10 mos
Ids Life Insurance CompanyBroker
December 1989 - October 1990 · 10 mos
State Registrations27 states
ALAZCACOFLGAIAIDILINKYMDMIMNMTNCNDNJNYOHOKORSCTNTXVAWA
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.