Elizabeth Robertson
Elizabeth Robertson is a registered investment advisor at Raymond James & Associates, INC., based in Lexington, KY, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
489 East Main, Lexington, KY, 40507
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth is an officer (Treasurer) and Finance/Investment Committee Member for the non-profit organization Horse Country since March 2023. She dedicates minimal time to reviewing financial statements and overseeing the budget process.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations36 states
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