Robert Boatwright, financial advisor Asheville NC
88 score

Robert Boatwright

CRD Number: 6289749
Current Firm: Raymond James Financial Services Advisors, Inc.

Robert Boatwright (CRD# 6289749) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Asheville, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Asheville, NC Jan 2015 - Current 1
Starks Financial Group, Inc. Asheville, NC Jun 2014 - Current 2
Raymond James Financial Services, Inc. Asheville, NC Jun 2014 - Current 2
Raymond James Financial Services, Inc. Ahseville, NC Jan 2014 - Jun 2014 < 1
Self-employed Ahseville, NC Jan 2010 - Dec 2013 3
Unemployed Asheville, NC Apr 2002 - Dec 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Robert S. Boatwright
Phone Number: 727-567-5877
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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