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Robert Torrington

29 Years of Experience
Palm Beach Gardens, FL
Broker

Robert Torrington is a registered investment advisor at Raymond James & Associates, INC., based in Palm Beach Gardens, 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

3399 Pga Blvd., Suite 200, Palm Beach Gardens, FL, 33410

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is involved in a personal/private investment through Udeego, INC since 2021. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2014 - Present · 11 yrs 5 mos
Raymond James & Associates, INC.Broker
December 2014 - Present · 11 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
February 2009 - December 2014 · 5 yrs 10 mos
UBS Financial Services INC.Broker
January 2009 - December 2014 · 5 yrs 11 mos
Wachovia Securities, LLC
October 2000 - January 2009 · 8 yrs 3 mos
Wachovia Securities, LLCBroker
October 2000 - January 2009 · 8 yrs 3 mos
First Union Brokerage Services, INC.Broker
May 1998 - October 2000 · 2 yrs 5 mos
Nationsbanc Investments, INC.Broker
April 1998 - May 1998 · 1 mo
Barnett Investments, INC.Broker
November 1996 - April 1998 · 1 yr 5 mos
State Registrations15 states
AZCACOFLGAKYMAMDMINCNVNYRIVAVirgin Islands
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 Torrington - Financial Advisor | TrueAdvisor