Robert YiCRD Number: 4433005
Current Firm: Raymond James & Associates, Inc.
Robert Yi (CRD# 4433005) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Memphis, TN and has over 12 years of experience in the finance industry.
Delta Asset Management, LLC
Wells Fargo Advisors, LLC
Ameriprise Financial Services, Inc.
|Raymond James & Associates, Inc.||Memphis, TN||Jan 2013 - Current||4|
|Morgan Keegan & Company, Inc.||Memphis, TN||Apr 2010 - Jan 2013||2|
|Unemployed||Houston, TX||Aug 2008 - Apr 2010||1|
|Citigroup Global Markets Inc.||New York, NY||Jan 2004 - Aug 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2004|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)
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