Robert DurhamCRD Number: 710763
Current Firm: Stephens
Robert Durham (CRD# 710763) is an Investment Advisor Representative working at Stephens in Atlanta, GA and has over 42 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Stephens Inc.||Atlanta, GA||Jan 2019 - Current||3|
|Stephens Inc.||Atlanta, GA||Nov 2016 - Jan 2019||2|
|Wells Fargo Advisors, LLC||Atlanta, GA||Aug 2016 - Nov 2016||< 1|
|Credit Suisse Securities (usa) LLC||Atlanta, GA||Sep 2008 - May 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1980|
|S65||NASAA Investment Advisors Law Examination||May 1996|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management15,109MILLIONS
Total Number of Accounts22,311ACCOUNTS
Average Account Value$677,181
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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