Robert Wilmington
Robert Wilmington is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2011 W Burnside St, Portland, OR, 97209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is an associate/employee at OnPoint Investment Services, offering non-deposit investment products. He also works as a financial advisor for OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services, dedicating about half of his time to these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
State Registrations12 states
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