Robert Aiken (CRD# 2237594) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salisbury, NC and has over 31 years of experience in the finance industry.
CRD# 6266643
Primerica Advisors
CRD# 6582147
Edward Jones
CRD# 1876666
Lion Street Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arco Capital Partners, LLC | Salisbury, NC | May 2015 - Current | 8 |
| Raymond James Financial Services Advisors Inc. | Salisbury, NC | May 2015 - Current | 8 |
| Raymond James Financial Services, Inc. | Salisbury, NC | May 2015 - Current | 8 |
| Wells Fargo Advisors LLC | Salisbury, NC | May 2009 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1993 |
- NC
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Total Assets Under Management275,430MILLIONS
-
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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