RA
RA
Robert Allen
22 Years of Experience
Tampa, FL
2 Disclosures
Robert Allen is a registered investment advisor at Ernst & Young Investment Advisers LLP, based in Tampa, FL, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 20 clients.
Compensation
Fixed/Hourly
Firm Size
115 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
201 N Franklin Street, Ste. 2300, Tampa, FL, 33602
Get directionsHistory
Regulatory History (2)
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Criminal
June 2000Final Disposition
Criminal
August 1995Final Disposition
Employment History
Current Registrations
Ernst & Young Investment Advisers LLP
March 2004 - Present · 22 yrs 7 mos
State Registrations1 state
FL
Advisor
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.
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