Robert Mcvey
Robert Mcvey is a registered investment advisor at Raymond James & Associates, INC., based in Sheridan, WY, with 28 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
20 South Main Street, Sheridan, WY, 82801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Piper Jaffray & CO.Broker
Dean Witter Reynolds INC.Broker
State Registrations31 states
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