Robert Stanton (CRD# 1160237) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Forest, CA and has over 39 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Psds Design Inc. | Newport Beach, CA | Sep 2013 - Current | 10 |
| Stanton & Castleton, Inc. | Laske Forest, CA | Mar 2009 - Current | 15 |
| Raymond James Financial Services Advisors, Inc. | Newport Beach, CA | Jan 2009 - Current | 15 |
| Non-variable Insurance | Newport Beach, CA | Jul 2008 - Current | 15 |
| Raymond James Financial Services | Newport Beach, CA | May 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1984 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1994 |
- CA
- HI
- TX
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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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