Robert Shedd
Robert Shedd is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Denver, CO, with 16 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
6971 E Belleview Ave, Denver, CO, 80237
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Regulatory History (1)
Customer Dispute
September 2024Other Business Activities
Robert works as an associate/employee for both Addison Avenue Investment Services and First Tech Federal Credit Union, providing financial advice. These roles each take about half of Robert's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
Country Capital Management CompanyBroker
State Registrations32 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.