Robert Ehlen, financial advisor Portland OR
93 score

Robert Ehlen

CRD Number: 1867024
Current Firm: Raymond James Financial Services Advisors, Inc.

Robert Ehlen (CRD# 1867024) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Portland, OR and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Portland, OR Aug 2011 - Current 5
The Commerce Company Portland, OR Aug 2011 - Current 5
Raymond James Financial Services, Inc. Portland, OR Jul 2011 - Current 5
Wells Fargo/wachovia Securities, LLC Portland, OR Apr 2009 - Jul 2011 2
Unemployed Portland, OR Oct 2008 - Apr 2009 < 1
D.a. Davidson & Company Lake Oswego, OR Mar 2000 - Oct 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
S65 NASAA Investment Advisors Law Examination May 2009
Contact Info for Robert H. Ehlen
Phone Number: 727-567-5877
Registered State(s):
  • OR
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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