Heather Robison
Heather Robison is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bartlesville, OK, with 17 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
330 South Johnstone Avenue, Bartlesville, OK, 74003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heather is the treasurer of the Richard Kane YMCA and manages office property for Fourth and Johnstone Property LLC, dedicating minimal time to each. She is also a board member for Hillcrest Country Club, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations28 states
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