RM
RM

Robert Moranville

22 Years of Experience
Powell, OH
1 DisclosureBroker

Robert Moranville is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Powell, OH, with 22 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

7560 Sawmill Parkway, Suite E, Powell, OH, 43065

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History

Regulatory History (1)
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Customer Dispute
April 2025
Denied
Other Business Activities

Robert is an officer of KMS Partners, LLC and RMA Holding, LLC, both support companies. He also serves on the advisory board and finance/investment committee for Powell United Methodist Church, helping monitor investments and approve business decisions, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2008 - Present · 18 yrs 4 mos
Previous Registrations
Raymond James Financial Services
January 2008 - January 2009 · 1 yr
Edward Jones
January 2007 - January 2008 · 1 yr
Edward JonesBroker
October 2003 - January 2008 · 4 yrs 3 mos
State Registrations24 states
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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.
Robert Moranville - Financial Advisor | TrueAdvisor