Robert Schlumberger (CRD# 1519969) is an Investment Advisor Representative working at Avantax Advisory Services in Crystal River, FL and has over 37 years of experience in the finance industry.
CRD# 3271499
Raymond James & Associates, Inc.
CRD# 5007131
Brookstone Wealth Advisors, LLC
CRD# 6436659
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aksala Wealth Advisors, LLC | Crystal River, FL | Aug 2020 - Current | 3 |
| Schlumberger-jones Cpa & Co | Crystal River, FL | Jan 2020 - Current | 4 |
| Avantax Insurance Agency, LLC | Crystal River, FL | Aug 2018 - Current | 5 |
| Meadow Crest Condo I Assoc.linc | Crystal River, FL | May 2012 - Current | 12 |
| Avantax Advisory Services | Crystal Rock, FL | Nov 1993 - Current | 30 |
| Schlumberger Acc'ting Svcs Inc. | Crystal Rock, FL | Jan 1988 - Current | 36 |
| Avantax Investment Services, Inc. | Crystal River, FL | Jun 1986 - Current | 37 |
| Schlumberger Business Services | Butler, PA | Aug 1978 - Current | 45 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1986 |
- FL
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
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, VT, WA, WI, WV, WY
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