Robert Schultz
Robert Schultz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Snohomish, WA, with 8 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
417 Maple Ave, Snohomish, WA, 98290
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is part owner of rental real estate, dedicating minimal time to it. He is also an owner of Schultz Financial Partners, LLC, a support company, and spends minimal time on that as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations20 states
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