Robert Kurtz
Robert Kurtz is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 42 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
5847 San Felipe Street, Ste 3900, Houston, TX, 77057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the President and Director of the 2309 Nantucket Townhome Association since 2012, dedicating a few hours per week to this role. This activity is investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Everen Securities, INC.Broker
Lovett Underwood Neuhaus & Webb, INC.Broker
Underwood, Neuhaus & CO., IncorporatedBroker
State Registrations19 states
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