RP
RP

Robert Persons

4 Years of Experience
Macon, GA
Broker

Robert Persons is a registered investment advisor at Raymond James & Associates, INC., based in Macon, GA, with 4 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

121 Perimeter Parkway, Macon, GA, 31210

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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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Other Business Activities

Robert is involved in rental real estate through MP Real Estate Holdings since September 2024. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.Broker
March 2022 - Present · 4 yrs 2 mos
State Registrations19 states
ALAZCADCFLGAILINMDMEMSNCNVNYOHSCTNTXVA
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 Persons - Financial Advisor | TrueAdvisor