RP
RP

Robin Perkins

12 Years of Experience
Orlando, FL
Broker

Robin Perkins is a registered investment advisor at Raymond James & Associates, INC., based in Orlando, FL, with 12 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

301 E Pine Street, Orlando, FL, 32801

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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 & Associates, INC.
January 2021 - Present · 5 yrs 4 mos
Raymond James & Associates, INC.Broker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Preferred Securities Group, INC.Broker
May 1997 - December 1997 · 7 mos
World Invest CorporationBroker
November 1992 - May 1997 · 4 yrs 6 mos
Securities America, INC.Broker
June 1992 - November 1992 · 5 mos
Midamerica Management CorporationBroker
May 1992 - June 1992 · 1 mo
State Registrations8 states
CACTFLGANCNJNMNY
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.
Robin Perkins - Financial Advisor | TrueAdvisor