RM
RM

Robert Mcmurran

13 Years of Experience
Suffolk, VA
Broker

Robert Mcmurran is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Suffolk, VA, with 13 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5806 Harbour View Blvd, Suite 202, Suffolk, VA, 23435

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is the registered agent and property manager for AMR Real Estate Properties, LLC, and a self-employed, licensed attorney. He also has roles with Towne Wealth Management and TowneBank, but spends minimal time on these activities.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2014 - Present · 12 yrs 1 mo
Raymond James Financial Services Advisors, INC
June 2014 - Present · 12 yrs 1 mo
Previous Registrations
Infinex Investments, INC.
August 2012 - March 2014 · 1 yr 7 mos
Infinex Investments, INC.Broker
May 2012 - March 2014 · 1 yr 10 mos
State Registrations15 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Robert Mcmurran - Financial Advisor | TrueAdvisor