RF
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Robert Fogarty
12 Years of Experience
Albany, OR
2 DisclosuresBroker
Robert Fogarty is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Albany, OR, with 12 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
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Location
2500 Santiam Hwy SE, Albany, OR, 97322
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2006Settled
Customer Dispute
May 2004Closed-No Action
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2025 - Present · 1 yr 1 mo
Raymond James Financial Services, INC.
June 2025 - Present · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
June 2025 - Present · 1 yr 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2022 - July 2025 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2022 - July 2025 · 2 yrs 8 mos
Edward JonesBroker
August 2022 - September 2022 · 1 mo
Nylife Securities LLCBroker
January 2019 - April 2019 · 3 mos
Foresters Financial Services, INC.Broker
September 2017 - December 2017 · 3 mos
J.P. Morgan Securities LLCBroker
November 2016 - August 2017 · 9 mos
Key Investment Services LLCBroker
January 2006 - March 2008 · 2 yrs 2 mos
Key Investment Services LLC
January 2006 - March 2008 · 2 yrs 2 mos
Mcdonald Investments INC.
July 2004 - December 2005 · 1 yr 5 mos
Mcdonald Investments INC.Broker
February 2004 - December 2005 · 1 yr 10 mos
Wm Financial Services, INC.Broker
January 2002 - February 2004 · 2 yrs 1 mo
Wells Fargo Investments, LLCBroker
October 2001 - January 2002 · 3 mos
Wm Financial Services, INC.Broker
March 2000 - October 2001 · 1 yr 7 mos
State Registrations1 state
OR
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.