RM
RM
Robert Mcadams
18 Years of Experience
Hernando, MS
Broker
Robert Mcadams is a registered investment advisor at Raymond James & Associates, INC., based in Hernando, MS, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Hernando, MS
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.Broker
January 2025 - Present · 1 yr 8 mos
Raymond James & Associates, INC.
January 2025 - Present · 1 yr 8 mos
Raymond James & Associates, INC.
January 2025 - Present · 1 yr 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
October 2023 - January 2025 · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
October 2023 - January 2025 · 1 yr 3 mos
Ally Invest Advisors
October 2021 - October 2023 · 2 yrs
Ally Invest Securities LLCBroker
July 2021 - October 2023 · 2 yrs 3 mos
VALIC Financial Advisors, INC.
June 2018 - July 2021 · 3 yrs 1 mo
VALIC Financial Advisors, INC.Broker
June 2018 - July 2021 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2016 - July 2018 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2016 - July 2018 · 1 yr 10 mos
Charles Schwab & CO., INC.
February 2014 - August 2016 · 2 yrs 6 mos
Charles Schwab & CO., INC.Broker
March 2013 - August 2016 · 3 yrs 5 mos
Carty & Company, INC.Broker
February 2008 - February 2013 · 5 yrs
Carty & Company, INC.Broker
January 2008 - January 2008 · 0 mos
Edward Jones
September 2006 - April 2007 · 7 mos
Edward JonesBroker
August 2006 - April 2007 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.