RG
RG

Robert Giannini

55 Years of Experience
Southport, CT
Broker

Robert Giannini is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Southport, CT, with 55 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

107 John Street, Suite 2, Southport, CT, 06890

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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 the managing director and owner of Southport Financial Group LLC since 2012, but dedicates no time to it. He also acts as a trustee of a small bank account for a previous client, dedicating a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2012 - Present · 13 yrs 10 mos
Raymond James Financial Services, INC.Broker
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - July 2012 · 4 yrs 6 mos
Wells Fargo Advisors, LLC
January 2008 - July 2012 · 4 yrs 6 mos
A. G. Edwards & Sons, INC.
April 1984 - January 2008 · 23 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
August 1976 - January 2008 · 31 yrs 5 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
November 1975 - October 1976 · 11 mos
Blyth Eastman Dillon & CO. IncorporatedBroker
December 1968 - July 1973 · 4 yrs 7 mos
State Registrations22 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.