Robert West
Robert West is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lufkin, TX, with 15 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
1609 South Chestnut Street, Suite 103, Lufkin, TX, 75901
Get directionsHistory
Regulatory History (1)
Criminal
February 2005Other Business Activities
Robert is an officer (Vice President, Treasurer, and Secretary) of Two West Investments, Inc. He spends minimal time on this activity, which is related to his role as a partner of the DBA and registered sales associate of the branch.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Southwest Securities, INC.
Southwest Securities, INC.Broker
State Registrations18 states
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.