RL
RL

Robert Lewis

27 Years of Experience
St. Petersburg, FL
Broker

Robert Lewis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 27 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2011 - Present · 14 yrs 10 mos
Raymond James Financial Services, INC.
July 2011 - Present · 15 yrs
Raymond James Financial Services, INC.Broker
July 2011 - Present · 15 yrs
Previous Registrations
Raymond James & Associates, INC.Broker
January 2014 - December 2014 · 11 mos
E*trade Capital Management, LLC
June 2009 - July 2011 · 2 yrs 1 mo
E*trade Securities LLCBroker
September 2006 - July 2011 · 4 yrs 10 mos
J.P. Morgan Institutional Investments INC.Broker
November 2005 - August 2006 · 9 mos
J. P. Morgan Invest, LLCBroker
November 2003 - November 2005 · 2 yrs
Raymond James & Associates, INC.Broker
August 1998 - September 2003 · 5 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.