Robert Farrell
Robert Farrell is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Philadelphia, PA, 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
1735 Market Street, Suite 1400, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2000Other Business Activities
Robert is a member of the 142 59th Street Condo Association, responsible for coordinating insurance payments for a two-unit building. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations28 states
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.