Stifel, Nicolaus & Company, Inc
About this Advisor
Robert Ratcliff is a financial advisor based out of Denton, Texas, with 10 years of work experience. Ratcliff works at Stifel, Nicolaus & Company, Inc. They have spent their complete employment at Stifel, Nicolaus & Company, Inc. Ratcliff maintains a Series 63 license, designating them as a securities broker, and is registered to advise clients in Texas. Stifel, Nicolaus & Company, Inc is a company operating out of Denton, Texas. It has offices in 431 locations and a total of 6,153 employees. It oversees $98 billion in assets among its 244,516 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 1,031 charities and foundations. Of its 244,516 customer accounts, 40% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management are based on which services the firm provides the client. Fee types charged by Stifel, Nicolaus & Company, Inc can include any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Ratcliff Work History
Robert has 10 years of experience.
Stifel Nicolaus & Co Inc
Robert Ratcliff has disclosures.
Please visit their SEC profile for more details.
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