Robert Willcockson, financial advisor Yankton SD
93 score

Robert Willcockson

CRD Number: 1311400
Current Firm: Raymond James Financial Services Advisors, Inc.

Robert Willcockson (CRD# 1311400) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Yankton, SD and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Yankton, SD Sep 2009 - Current 7
Raymond James Financial Services, Inc. Yankton, SD Jan 1999 - Current 17
First Dakota National Yankton, SD Sep 1997 - Current 19
First Dakota National Bank Yankton, SD Mar 1993 - Current 23
Jr. Achievement Yankton, SD May 2004 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Robert D. Willcockson
Phone Number: 727-567-5877
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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