Robert Alaniz (CRD# 5089610) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Antonio, TX and has over 18 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | San Antonio, TX | Mar 2016 - Current | 8 |
| Raymond James Financial Services Advisors Inc. | San Antonio, TX | Mar 2016 - Current | 8 |
| Security Service Federal Credit Union | San Antonio, TX | Feb 2016 - Current | 8 |
| Security Service Investment Group | San Antonio, TX | Feb 2016 - Current | 8 |
| Bank Of America, N.a. | San Antonio, TX | Apr 2015 - Feb 2016 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio, TX | Apr 2015 - Feb 2016 | < 1 |
| J.p. Morgan Securities LLC | Laredo, TX | Oct 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2006 |
- MT
- TX
-
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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