Robert Raney is a registered investment advisor at Stephens, based in Little Rock, AR, with 55 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 21,991 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee rate is 2% for Stephens Allocation Strategies and Stephens Managed Assets Program, and up to 2.5% for other pre-paid wrap fee accounts. Fees are negotiable based on account size, type, and services provided.
Fee Estimator
Location
111 Center Street, Little Rock, AR, 72201
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 1989Customer Dispute
April 1989Employment History
Current Registrations
Stephens
Stephens
StephensBroker
Previous Registrations
Morgan Keegan & Company, INC.Broker
T. J. Raney & Sons, INC.Broker
T J Raney & SonsBroker
State Registrations37 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.
Exams
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