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Robert Winder

15 Years of Experience
Orem, UT
May Earn Commission

Robert Winder is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orem, UT, with 15 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

386 W Center Street, Orem, UT, 84057

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2025 - Present · 1 yr 2 mos
Previous Registrations
First Financial Advisors
July 2018 - July 2025 · 7 yrs
Wells Fargo Advisors, LLC
January 2013 - November 2015 · 2 yrs 10 mos
Morgan Stanley
June 2009 - January 2013 · 3 yrs 7 mos
Citigroup Global Markets INC.
August 2007 - June 2009 · 1 yr 10 mos
State Registrations8 states
AZCAIDMOORTXUTWA
Advisor

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.