Misty Robertson
Misty Robertson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in North Platte, NE, with 5 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
Firm Size
IM Fee
Assets Under Management
Location
201 N Dewey, North Platte, NE, 69103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Misty works as an advisor for First Investments & Planning, a support company, but is not an owner and spends no time on this. She also owns a beef cattle company, dedicating a few hours per week, and is a director at First Nation Bank and First National Nebraska, Inc., spending full-time hours on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Investments, LLCBroker
State Registrations9 states
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