RC
RC

Robert Cauthorn

7 Years of Experience
Bryan, TX
Broker

Robert Cauthorn is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bryan, TX, with 7 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

1111 Briarcrest Drive, 3rd floor, Bryan, TX, 77802

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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 owns rental real estate, renting a room to his brother. He also works as a financial advisor under the DBA ANCO Investment Services, owned by Westex Bancorp, and provides guidance at Westex Bancorp board meetings, dedicating about 10-20% of his time to each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2018 - Present · 7 yrs 9 mos
Raymond James Financial Services, INC.Broker
June 2018 - Present · 7 yrs 11 mos
State Registrations7 states
CAFLGALANYTNTX
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 Cauthorn - Financial Advisor | TrueAdvisor