Robert Legenhausen
Robert Legenhausen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Park, FL, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
101 S New York Avenue, Suite 206, Winter Park, FL, 32789
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Robert is an author gifting and selling a book, an independent contractor for BCW Financial Consultants LLC, and uses Edgewater Family Wealth and Guard Advisory as brand names. He also owns Guard Financial LLC to manage his business income and refers clients to a New York Life agent for fixed insurance products, dedicating minimal time to this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations18 states
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