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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.
CONTACT
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Company Name Location Dates Years
Begley Capital Management LLC Upland, CA Feb 2016 - Current 8
Begley Capital Management LLC Upland, CA Feb 2016 - Current 8
Raymond James Financial Services Advisors, Inc. Upland, CA Jan 2009 - Current 15
Insurance San Diego, CA Aug 2003 - Current 20
Raymond James Financial Services, Inc. Upland, CA Jul 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1997
Contact Info for Robert W. Begley
1125 East 16th Street, Suite 1, Upland, CA 91784
Phone Number: 727-567-3020
Advisor Website: https://robertbegley.website.raymondjames.com/
Firm Website: https://twitter.com/raymondjames
Registered State(s):
  • CA
  • TX
Current Firm Details
Raymond James Financial Services Advisors, Inc.
Firm's CRD Number: 149018
880 Carillon Parkway, Saint Petersburg, FL 33716
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
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
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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