Robert CarlsonCRD Number: 3008776
Current Firm: Raymond James Financial Services Advisors, Inc.
Robert Carlson (CRD# 3008776) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brentwood, TN and has over 24 years of experience in the finance industry.
Cypress Capital, LLC
Ameriprise Financial Services, LLC
Abernathy Investment Management, LLC
|Raymond James Financial Services Advisors, Inc.||Brentwood, TN||Jan 2009 - Current||13|
|Raymond James Financial Services, Inc.||Brentwood, TN||Jul 2005 - Current||17|
|Pinnacle Bank||Brentwood, TN||Jul 2005 - Current||17|
|Pinnacial Financial Partners||Brentwood, TN||Jul 2007 - Sep 2020||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 1998|
Total Assets Under Management272,263MILLIONS
Total Number of Accounts846,581ACCOUNTS
Average Account Value$321,603
- 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, WY
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