Robert Chase
Robert Chase is a registered investment advisor at Raymond James & Associates, INC., based in Lakeland, FL, with 26 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
1301 Grasslands Blvd., Suite 212, Lakeland, FL, 33803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a partner in Bentley Condo, LLC since 2012, where he locates, purchases, and manages property. He dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Huntington Investment CompanyBroker
State Registrations22 states
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