Robert
Raphael
Scs
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About this Advisor
Robert Raphael is a financial advisor based in Bellevue, Washington who has 1 year of relevant experience. Raphael currently works for Scs. The advisor has gained experience at Financial Advocates Advisory Services, Lpl Financial, LLC, Financial Advocates Investment Management, Retirement Plan Advisors, Inc and Bensler, LLC - Dba: Scs. Raphael holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas and Washington. Scs is a company that has its headquarters in Bellevue, WA. It administers $1 billion in assets among its 2,429 client accounts, placing it among the larger firms in the United States by assets under management. The firm serves six charities and foundations. Of its 2,429 client accounts, 46% are held by high-net-worth investors who have more than $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial advisory fee schedules largely are based on the type of financial services provided. Fees charged by Scs most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Scs Brokerage Details
$1,005,857,024
30
2,429
$414,103
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Robert Raphael Work History
Robert has been registered as a financial advisor for 1 years.*
Bensler, LLC - Dba: Scs
Financial Advocates Investment Management
Lpl Financial, LLC
Retirement Plan Advisors, Inc
Financial Advocates Advisory Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Raphael to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Scs
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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