RC
RC

Robert Cackley

30 Years of Experience
Brownsville, TX
1 DisclosureBroker

Robert Cackley is a registered investment advisor at Raymond James & Associates, INC., based in Brownsville, TX, with 30 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

3819 N Expressway 77/83, Suite 5, Brownsville, TX, 78521

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History

Regulatory History (1)
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Customer Dispute
June 2007
Settled
Other Business Activities

Robert is a committee member for Sea Turtle Inc., a conservation group, since 2005, dedicating minimal time. He is also a director for Las Heullas of So. Texas, a charitable organization, since 2010, also dedicating minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2017 - Present · 8 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Raymond James & Associates, INC.
November 2017 - November 2017 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1996 - November 2017 · 21 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1996 - November 2017 · 21 yrs 10 mos
State Registrations10 states
AZCACOFLMIMONYSCTNTX
AdvisorBrokerBoth

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.

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