Robert Sullivan
Robert Sullivan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Carrollton, GA, with 32 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
119 Maple Street, Suite 314, Carrollton, GA, 30117
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Robert is a co-owner of Henry Miller LLC since 2016 and a partner/owner of Partners Financial Group since 2019. He dedicates about half of his time to each of these support company businesses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Wachovia Securities, LLCBroker
Bb&t Investment Services, INC.Broker
Raymond James Financial Services, INC.Broker
Mony Securities CORP.Broker
Pruco Securities CorporationBroker
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.