TrueAdvisor
TrueAdvisor
RA
RA

Robert Alft

Raymond James & Associates, INC.
29 Years of Experience
Pensacola, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Alft is a registered investment advisor at Raymond James & Associates, INC., based in Pensacola, FL, with 29 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

19 West Garden Street, Suite 210, Pensacola, FL, 32502

Get directions

History

Regulatory History (2)
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
August 2011
Settled
Customer Dispute
March 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert has 50% ownership in The Wealth Advisors of the Gulf Coast Inc. and 100% ownership in RALFT Inc., dedicating full-time hours to the former and minimal time to the latter. He also has 33% ownership in ALFT, Watters Elmore Inc. LLC and receives trail commissions for various healthcare companies, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2024 - Present · 1 yr 10 mos
Raymond James & Associates, INC.Broker
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2022 - December 2024 · 2 yrs 8 mos
Wells Fargo Advisors
April 2022 - December 2024 · 2 yrs 8 mos
Raymond James Financial Services Advisors, INC
August 2009 - April 2022 · 12 yrs 8 mos
Raymond James Financial Services
May 2005 - October 2009 · 4 yrs 5 mos
Raymond James Financial Services, INC.Broker
April 2005 - April 2022 · 17 yrs
Suntrust Securities, INC.Broker
January 1999 - April 2005 · 6 yrs 3 mos
Suntrust Securities, INC.
January 1999 - April 2005 · 6 yrs 3 mos
American Express Financial Advisors INC.Broker
October 1998 - February 1999 · 4 mos
Ids Life Insurance CompanyBroker
October 1998 - February 1999 · 4 mos
H.D. Vest Investment Securities, INC.Broker
March 1997 - December 1998 · 1 yr 9 mos
Ifg Network Securities, INC.Broker
June 1996 - October 1996 · 4 mos
State Registrations8 states
ALCAFLGASCTNTXWI
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.
More Advisors
More financial advisors in Pensacola, FL →All financial advisors in Florida →