Robert Wilmington, financial advisor Portland OR

Robert Wilmington

CRD Number: 7099253
Current Firm: Raymond James Financial Services Advisors, Inc.

Robert Wilmington (CRD# 7099253) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Portland, OR and has over 4 years of experience in the finance industry.

Similar Advisors
Jason Tafoya, financial advisor Portland OR
Jason L. Tafoya
CRD# 5807693
The H Group Washington, Inc.
Similar Advisors
Patrick Culligan, financial advisor Portland OR
Patrick J. Culligan
CRD# 1053785
Osaic Wealth, Inc.
Similar Advisors
Stephen Aaron, financial advisor Portland OR
Stephen M. Aaron
CRD# 2279233
Ameriprise Financial Services, LLC
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 2
Raymond James Financial Services Advisors, Inc. Portland, OR Oct 2021 - Current 2
Onpoint Community Credit Union Portland, OR Oct 2021 - Current 2
Onpoint Wealth Management & Investment Services Portland, OR Oct 2021 - Current 2
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
Welch Allyn Beaverton, OR Jan 2001 - Sep 2014 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Robert P. Wilmington
Phone Number: 727-567-3020
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.