John
Robinson

Raymond James & Associates, Inc

CRD#5471808
Investment Advisor
in Raleigh, NC
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About this Advisor

John Robinson is a certified financial planner in Raleigh, North Carolina. Currently an investment advisor with Raymond James & Associates, Inc, Robinson has 10 years of practice in the financial advisory industry. Robinson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Robinson is registered to work with investors in North Carolina. During their career, the advisor has held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Davenport & Company, LLC and Raymond James And Associates. Raymond James & Associates, Inc is located in Raleigh, North Carolina, and has 422 locations throughout the nation. Overall, Raymond James & Associates, Inc manages $143 billion in assets dispersed across 472,443 client accounts and retains more than 13,277 people. The amount of assets the firm manages makes it one of the biggest firms in the nation. The firm manages 394,071 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Raymond James & Associates, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3515 Glenwood Avene Suite 200
Raleigh, NC 27612

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$142,933,238,193

NC Average: $1,855,561,029
Total Number of Employees

13,277

NC Average: 62
Total Number of Accounts

472,443

NC Average: 2,474
Average Account Size

$302,541

NC Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

John Robinson Work History

John has 10 years of experience.

2015 - Present (4 years)

Raymond James And Associates

2014 - 2015 (1 years)

Davenport & Company, LLC

2009 - 2014 (5 years)

Morgan Stanley Smith Barney

2008 - 2014 (6 years)

Citigroup Global Markets Inc

Disclosures

John Robinson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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