RB
CFP · ChFC
RB
CFP · ChFC
Robert Brown is a CFP, ChFC-designated registered investment advisor, based in Eagle Point, OR, with 22 years of industry experience.
Location
Eagle Point, OR
Get directionsHistory
Regulatory History (3)
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Customer Dispute
March 2014Denied
Customer Dispute
November 2012Denied
Customer Dispute
March 2009Settled
Other Business Activities
Robert is involved with Standing Stone Ministry as a voluntary shepherd/mentor since 2019, dedicating minimal time to it. He is also a financial advisor/branch manager for WillowTree Financial Solutions, but spends no time on it.
Employment History
Current Registrations
Raymond James Financial Services, INC.
April 2023 - Present · 3 yrs 1 mo
Raymond James Financial Services Advisors, INC
April 2023 - Present · 3 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Edward Jones
July 2019 - May 2023 · 3 yrs 10 mos
Edward JonesBroker
April 2005 - May 2023 · 18 yrs 1 mo
Fortis Investors, INC.Broker
July 1994 - December 1995 · 1 yr 5 mos
Wma Securities, INC.Broker
June 1994 - June 1994 · 0 mos
Intersecurities, INC.Broker
February 1994 - June 1994 · 4 mos
State Registrations27 states
ALARAZCACODEFLIAIDILINMTNCNDNENMNVNYOKORPATXUTVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.