RL
RL

Robyn Lista

6 Years of Experience
Tampa, FL
Broker

Robyn Lista is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 6 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Robyn is a singer with Inspire Productions, LLC, dedicating about 10-20% of her time. She also works as a part-time fitness instructor at Pure Barre, spending a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2024 - Present · 1 yr 10 mos
Raymond James & Associates, INC.
July 2024 - Present · 1 yr 10 mos
Raymond James & Associates, INC.Broker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2022 - July 2024 · 2 yrs 2 mos
Raymond James Financial Services, INC.Broker
October 2019 - July 2024 · 4 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.