Robert Quick
Robert Quick is a registered investment advisor at Raymond James & Associates, INC., based in Winston-Salem, NC, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 North Main Street, Suite 2400, Winston-Salem, NC, 27101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Robert is involved in several outside business activities, including an LLC with his spouse, distributing investment updates to family members through Dash 3 LLC, managing a youth travel baseball team, and serving as VP/Treasurer for the R&S Family Foundation. These activities take minimal time, except for the baseball team which takes about 10-20% of his time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations53 states
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