RA
RA

Robert Alft

29 Years of Experience
Pensacola, FL
2 DisclosuresBrokerSells Insurance

Robert Alft is a registered investment advisor at Raymond James & Associates, INC., based in Pensacola, FL, with 29 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

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
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 5 mos
Raymond James & Associates, INC.Broker
December 2024 - Present · 1 yr 5 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 Registrations6 states
ALFLGASCTNTX
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 Alft - Financial Advisor | TrueAdvisor