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Erin Rostro

3 Years of Experience
New Orleans, LA
Broker

Erin Rostro is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in New Orleans, LA, with 3 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

636 Carondelet, New Orleans, LA, 70130

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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

Erin works as a freelance programmer, dedicating a few hours per week to this activity. This work is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2022 - Present · 3 yrs 10 mos
State Registrations18 states
ALARAZCACOFLGAILLAMAMSNCNVOHOKSCTXWY
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.
Erin Rostro - Financial Advisor | TrueAdvisor