Robert RolandCRD Number: 4507163
Current Firm: Raymond James Financial Services Advisors, Inc.
Robert Roland (CRD# 4507163) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Spokane Valley, WA and has over 7 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Raymond James Financial Services Advisors, Inc.||Spokane Valley, WA||Aug 2011 - Current||5|
|Rdh Investment Group, LLC||Spokane Valley, WA||Jun 2011 - Current||5|
|Raymond James Financial Services||Spokane Valley, WA||Jan 2011 - Current||6|
|Blecca, Inc.||Spokane, WA||Jan 2011 - Current||6|
|D.a. Davidson & Company||Spokane, WA||Jun 2006 - Dec 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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