Robert Legenhausen, financial advisor Orlando FL
78 score

Robert Legenhausen

CRD Number: 5476522
Current Firm: Raymond James Financial Services Advisors, Inc.

Robert Legenhausen (CRD# 5476522) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orlando, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
New York Life Orlando, FL Dec 2014 - Current 2
Raymond James Financial Services Advisors Inc. Orlando, FL Nov 2013 - Current 3
Non-variable Insurance Orlando, FL Nov 2013 - Current 3
Raymond James Financial Services,inc Orlando, FL Aug 2013 - Current 3
First Protective Insurance Agency Orlando, FL Jan 2014 - Mar 2015 1
Bcw Financial Consultants, LLC Orlando, FL Sep 2013 - Jan 2015 1
Signator Investors Inc. Maitland, FL Jan 2008 - Aug 2013 5
Self-employed Lake Mary, FL Jul 2007 - Jan 2008 < 1
Total Advisory Group Maitland, FL Jan 2006 - Jul 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2012
S63 Uniform Securities State Law Examination May 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Robert F. Legenhausen
Phone Number: 727-567-5877
Registered State(s):
  • FL
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
78

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