Robert Welsby
Robert Welsby is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 14 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
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 is a part-owner (20%) of 5th Dimension Dance Center, LLC, since 2016, and assists with bookkeeping, payroll, scheduling, and other tasks, dedicating minimal time to the business. He spends minimal time on these responsibilities during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
Painewebber IncorporatedBroker
T. Rowe Price Investment Services, INC.Broker
State Registrations1 state
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