Robert Begley, financial advisor Upland CA

Robert Begley

CRD Number: 1962492
Current Firm: Raymond James Financial Services Advisors, Inc.
Compensation Model: Both
Robert Begley (CRD# 1962492) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Upland, CA and has over 18 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Insurance San Diego, CA Aug 2003 - Current 17
Raymond James Financial Services Advisors, Inc. Upland, CA Jul 2002 - Current 18
Raymond James Financial Services, Inc. Upland, CA Jul 2002 - Current 18
Home Price Realty Upland, CA Jul 1994 - Dec 2009 15
Exam Code Name Passed Date
S6 Investment Company and Variable Contracts Products Representative Examination (IR) Dec 1989
S7 General Securities Representative Examination (GS) May 1997
S63 Uniform Securities State Law Examination Sep 1997
Contact Info for Robert W. Begley
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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