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Robin Stack

21 Years of Experience
Plymouth, MI
Broker

Robin Stack is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Plymouth, MI, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

843 Penniman Avenue, Plymouth, MI, 48170

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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

Robin is an employee and registered assistant at Family Legacy Wealth Partners since 2018. Robin spends no time on this business activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2018 - Present · 8 yrs 3 mos
Raymond James Financial Services Advisors, INC
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - February 2018 · 8 yrs 8 mos
Morgan Stanley
June 2009 - February 2018 · 8 yrs 8 mos
Morgan Stanley & CO. Incorporated
October 2008 - June 2009 · 8 mos
Morgan Stanley & CO. IncorporatedBroker
October 2008 - June 2009 · 8 mos
UBS Financial Services INC.Broker
October 2004 - November 2008 · 4 yrs 1 mo
State Registrations26 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robin Stack - Financial Advisor | TrueAdvisor