Robert Little, financial advisor Llano TX
93 score

Robert Little

CRD Number: 5351442
Current Firm: Raymond James Financial Services Advisors, Inc.

Robert Little (CRD# 5351442) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Llano, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Llano, TX Oct 2015 - Current 1
Raymond James Financial Services Advisors Incl Llano, TX Oct 2015 - Current 1
Wrights Creek Outfitter Llano, TX Jun 2014 - Current 2
Little Ranch Llano, TX Aug 2012 - Current 4
Wells Fargo Advisors, LLC Houston, TX Aug 2011 - Oct 2015 4
Chase Investment Services Corp Humble, TX Apr 2010 - Aug 2011 1
Morgan Stanley Smith Barney Lubbock, TX Jun 2009 - Mar 2010 < 1
Morgan Stanley & Company Incorporated Lubbock, TX Sep 2008 - Jun 2009 < 1
Valic Financial Advisors Austin, TX Jun 2007 - Sep 2008 1
Aflac Lubbock, TX Apr 2005 - Jun 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2007
S63 Uniform Securities State Law Examination Jul 2007
Contact Info for Robert E. Little
Phone Number: 727-567-5877
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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