Robert Marshbanks (CRD# 5110517) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lancaster, KY and has over 17 years of experience in the finance industry.
CRD# 4395662
Van Leeuwen Retirement & Investment Services
CRD# 1613318
Avantax Advisory Services
CRD# 1787448
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fnb Investment Services | Lancaster, KY | Jan 2019 - Current | 5 |
| Farmers National Bank Insurance Agency | Danville, KY | May 2009 - Current | 14 |
| Raymond James Financial Services Advisors, Inc. | Lancaster, KY | Jan 2009 - Current | 15 |
| Raymond James Financial Services | Danville, KY | Dec 2008 - Current | 15 |
| Farmers National Bank | Lancaster, KY | Dec 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- KY
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, VI, VT, WA, WI, WV, WY
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