Robert Ehlen
Robert Ehlen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, with 36 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
5440 Southwest Westgate Drive, Suite 110, Portland, OR, 97221
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Robert is an employee at The Commerce Company, a support company/DBA, since 2014. He works as an advisor and dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
The Commerce Company
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
D.A. Davidson & CO.Broker
Pacific Crest Securities INC.Broker
Dain Bosworth IncorporatedBroker
Cowen & CO.Broker
C. J. Lawrence INC.Broker
Wako Securities(america), INC.Broker
State Registrations6 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.