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Robert Florence

9 Years of Experience
Lawrence, KS
Broker

Robert Florence is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lawrence, KS, with 9 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

1425 Oread West St, Ste 106, Lawrence, KS, 66049

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2026 - Present · 3 mos
Raymond James Financial Services, INC.Broker
February 2026 - Present · 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
December 2020 - January 2026 · 5 yrs 1 mo
Raymond James Financial Services, INC.Broker
December 2020 - January 2026 · 5 yrs 1 mo
Wells Fargo Clearing Services, LLC
February 2017 - November 2020 · 3 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
December 2016 - November 2020 · 3 yrs 11 mos
State Registrations1 state
KS
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.