Robin Roberts
Robin Roberts is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Syracuse, NY, with 25 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
Firm Size
IM Fee
Assets Under Management
Location
231 Walton Street, Suite 102, Syracuse, NY, 13202
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robin is a life insurance agent with Planned Results, Inc since 2006, dedicating a few hours per week. Robin also owns a tax preparation business since 2005, spending a few hours per week on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations33 states
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