Robert
Alger

Raymond James Financial Services Advisors, Inc

CRD#4119900
Investment Advisor
in Raleigh, NC
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About this Advisor

Robert Alger is a certified financial planner operating out of Raleigh, North Carolina, who has 18 years of professional experience. Alger is an advisor for Raymond James Financial Services Advisors, Inc. During their career, Alger has held roles at Raymond James Financial Services Advisors Inc, Edward Jones, Raymond James Financial Services, Inc and Alger Financial. Alger holds a Series 63 license, which qualifies them as a securities representative, and is able to work in North Carolina and Texas. Raymond James Financial Services Advisors, Inc is a financial advisory company that has its headquarters in Raleigh, North Carolina. The investment advisory business has offices in 2,040 locations and a total of 5,600 employees. It administers $81 billion in total assets across its 280,698 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 100 charities and foundations. Of its 280,698 accounts, just 7% belong to high-net-worth individuals who have at least $1 million in assets. The company has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules largely depend on the type of financial services offered. However, fees charged by Raymond James Financial Services Advisors, Inc most likely include any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

18 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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

3840 Ed Drive Suite 103
Raleigh, NC 27612

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$81,238,550,335

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

5,600

NC Average: 62
Total Number of Accounts

280,698

NC Average: 2,474
Average Account Size

$289,416

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
  • Educational seminars/workshops
  • Other

Robert Alger Work History

Robert has 18 years of experience.

2015 - Present (4 years)

Alger Financial

2012 - Present (7 years)

Raymond James Financial Services Advisors Inc

2012 - Present (7 years)

Raymond James Financial Services, Inc

2012 - Present (7 years)

Alger Financial

2000 - 2012 (12 years)

Edward Jones

Disclosures

Robert Alger has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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