Mitchell RobyCRD Number: 3045622
Current Firm: Raymond James Financial Services Advisors, Inc.
Mitchell Roby (CRD# 3045622) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brainerd, MN and has over 19 years of experience in the finance industry.
Investment Centers Of America, Inc.
Cetera Advisors LLC
Ameriprise Financial Services, Inc.
|Non-variable Insurance||Brainerd, MN||Apr 2013 - Current||4|
|Raymond James Financial Services, Inc.||Baxter, MN||May 2011 - Current||6|
|Raymond James Financial Services Advisors Inc.||Baxter, MN||May 2011 - Current||6|
|Bremer Bank||Brainerd, MN||May 2011 - Current||6|
|Bank Of America, Na||Brainerd, MN||Nov 2009 - May 2011||1|
|Merrill Lynch||Brainerd, MN||Mar 2000 - May 2011||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||May 2003|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV