Robert Alaniz
Robert Alaniz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Antonio, TX, with 19 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
18103 Ih-10 West, San Antonio, TX, 78257
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert works as a financial advisor for Security Service Investment Group and SSFCU, dedicating about half of his time to each. Both roles started in February 2016.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations17 states
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