Heather Robison, financial advisor Bartlesville OK

Heather Robison

CRD Number: 5186077
Current Firm: Raymond James Financial Services Advisors, Inc.

Heather Robison (CRD# 5186077) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bartlesville, OK and has over 15 years of experience in the finance industry. Heather Robison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fourstone Wealth Management, LLC Bartlesville, OK Apr 2023 - Current < 1
Raymond James Financial Services Advisors Inc. Bartlesville, OK Mar 2009 - Current 15
Raymond James Financial Services Bartlesville, OK Dec 2008 - Current 15
Susan Dick & Associates Cpa Pc Bartlesville, OK Aug 2008 - Current 15
Susan Dick Financial Services LLC Bartlesville, OK Aug 2008 - Apr 2023 14
Fisd, Inc. Bartlesville, OK May 2016 - Jan 2020 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Heather E. Robison
Phone Number: 727-567-3020
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
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, WY

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