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||6|
|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