Brandon Roberts, financial advisor Orlando FL
93 score

Brandon Roberts

CRD Number: 5622927
Current Firm: Raymond James & Associates, Inc.

Brandon Roberts (CRD# 5622927) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Orlando, FL and has over 4 years of experience in the finance industry. Brandon Roberts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James & Associates Orlando, FL Nov 2017 - Current < 1
Norhtwestern Mutual Wealth Management Company Milwuakee, WI Oct 2017 - Oct 2017 < 1
Steven Thagard Orlando, FL Aug 2017 - Oct 2017 < 1
Northwestern Mutual Investment Services LLC Orlando, FL Aug 2017 - Oct 2017 < 1
Morgan Stanley Celebration, FL May 2013 - Jul 2017 4
Bank Of Ny Mellon Lake Mary, FL Oct 2010 - May 2013 2
Raymond James St Petersburg, FL Nov 2008 - Oct 2010 1
Unemployed Gainesville, FL Jul 2008 - Nov 2008 < 1
Student Gainesville, FL Jul 2004 - Jul 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Brandon E. Roberts
Phone Number: 727-567-1000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    142,933
    MILLIONS
  • Total Number of Accounts
    472,443
    ACCOUNTS
  • Average Account Value
    $302,541
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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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