RA
CFP
RA
CFP
Robert Alger
26 Years of Experience
Raleigh, NC
1 DisclosureBroker
Robert Alger is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Raleigh, NC, with 26 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
Loading...
Location
3130 Fairhill Drive, Suite 100, Raleigh, NC, 27612
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2010Denied
Other Business Activities
Robert is the owner of Alger Financial and AlgerFore LLC. He spends a few hours per week on these activities, including owning and managing rental real estate.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2012 - Present · 13 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Edward Jones
October 2006 - October 2012 · 6 yrs
Edward JonesBroker
March 2000 - October 2012 · 12 yrs 7 mos
State Registrations18 states
ARCACOFLGAHIINKSMAMDMINCNYPASCTXVAWV
AdvisorBrokerBoth
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
No exam information available for this advisor.