Robert Anderson
Robert Anderson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vero Beach, FL, with 27 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
1515 Indian River Blvd, Ste A21, Vero Beach, FL, 32960
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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
Robert sells fixed insurance and owns A++ Investments, Inc. DBA Anderson Wealth Management, spending minimal time on insurance sales and nearly all his time on A++ Investments. He also owns Butternut Midgets, LLC, a commercial real estate entity, dedicating minimal time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Level Four Advisory Services
Level Four Financial, LLC
Level Four Financial, LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward JonesBroker
State Registrations22 states
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