RB
RB

Robert Blackford

28 Years of Experience
Dallas, TX
1 DisclosureBroker

Robert Blackford is a registered investment advisor at Raymond James & Associates, INC., based in Dallas, TX, with 28 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

200 Crescent Ct., Suite 1030, Dallas, TX, 75201

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2009
Settled
Other Business Activities

Robert is a partner in Abacoholics LLC, which owns a vacation home, and an officer/partner in CPB Capital Group, LLC, which holds a lease. He also subleases land with friends for a hunting club, JN Creek Club; all activities require minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2008 - Present · 18 yrs
Raymond James & Associates, INC.
May 2008 - Present · 18 yrs
Raymond James & Associates, INC.
May 2008 - Present · 18 yrs
Previous Registrations
Morgan Keegan & Company, INC.Broker
March 1998 - May 2008 · 10 yrs 2 mos
Morgan Keegan & Company, INC.
March 1998 - May 2008 · 10 yrs 2 mos
Principal Financial Securities,inc.Broker
September 1997 - April 1998 · 7 mos
State Registrations32 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Blackford - Financial Advisor | TrueAdvisor