Robert Daum
Robert Daum is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 21 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert owns and rents out multiple real estate properties and is a professor at Stetson Law School. These activities require minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Deawm Distributors, INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Structured Asset Investors, LLC
Wells Fargo Securities, LLCBroker
Wachovia Insurance Services Broker Dealer, INC.Broker
Wells Fargo Insurance Services Investment Advisors INC.
Wells Fargo Insurance Services Investment Advisors, INC.Broker
Charles Schwab & CO., INC.Broker
Dickinson & CO.Broker
State Registrations1 state
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.