Robert Wilmington (CRD# 7099253) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Portland, OR and has over 5 years of experience in the finance industry.
CRD# 5363756
Cable Hill Partners, LLC
CRD# 4214442
Ameriprise Financial Services, LLC
CRD# 2113992
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Dba: Onpoint Investment Services | Portland, OR | Feb 2022 - Current | 2 |
Raymond James Financial Services, Inc. | Portland, OR | Oct 2021 - Current | 3 |
Raymond James Financial Services Advisors, Inc. | Portland, OR | Oct 2021 - Current | 3 |
Onpoint Community Credit Union | Portland, OR | Oct 2021 - Current | 3 |
Onpoint Wealth Management & Investment Services | Portland, OR | Oct 2021 - Current | 3 |
Ameriprise Financial Services Inc. | Vancouver, WA | Apr 2019 - Oct 2021 | 2 |
Unemployed | Vancouver, WA | Sep 2018 - Apr 2019 | < 1 |
Lumencor Inc. | Beaverton, OR | Jun 2017 - Sep 2018 | 1 |
Unemployed | Vancouver, WA | Mar 2017 - Jun 2017 | < 1 |
Revelar | Lake Oswego, OR | Feb 2016 - Mar 2017 | 1 |
Cambia Health Solutions | Portland, OR | May 2015 - Feb 2016 | < 1 |
Unemployed | Vancouver, WA | Sep 2014 - May 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- OR
- WA
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
-
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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