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Robert Anthony Alft

Raymond James & Associates, Inc.

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About Robert Anthony Alft

Robert Alft is a financial advisor with over 25 years of experience in the industry. Robert is currently registered with Raymond James & Associates, Inc. and has held previous roles at firms including Raymond James Financial Services, Inc., SunTrust Securities, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, H.D. Vest Investment Securities, Inc., and IFG Network Securities, Inc. Robert holds a variety of licenses including Series 6, 7, 9, 10, 26, 63, and 66. Robert specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Robert Alft is currently registered with Raymond James & Associates, Inc.. Raymond James & Associates, Inc. is a corporation headquartered in St. Petersburg, Florida, that was formed in February 1969. With a team of over 7,700 licensed agents, investment adviser representatives, and registered representatives, the firm manages over $433 billion in assets for a diverse clientele including high-net-worth individuals, corporations, insurance companies, pension plans, and charitable organizations. Raymond James offers a wide range of advisory services including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. The firm is registered with the Securities and Exchange Commission and is licensed to operate in all 50 states and the District of Columbia.
Raymond James & Associates, Inc.

880 CARILLON PARKWAY

ST. PETERSBURG, FL 33716

$433.81B

Assets Under Management

2,313

Total Clients

6,961

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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please see note in schedule d - miscellaneous

Please see note in schedule d - miscellaneous

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Alft’s Registration & Firm History

FL

12/06/2024 - Present

Raymond James & Associates, Inc. (PENSACOLA FL)

FL

04/04/2005 - 04/08/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (PENSACOLA FL)

GA

01/29/1999 - 04/15/2005

SUNTRUST SECURITIES, INC. (ATLANTA GA)

MN

10/20/1998 - 02/03/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/20/1998 - 02/03/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

TX

03/28/1997 - 12/08/1998

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

GA

06/07/1996 - 10/09/1996

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 09/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2005

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/14/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/04/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/1998

Series 7 - General Securities Representative Examination

BC

Issued 06/06/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Robert Anthony Alft. Review regulatory record here.
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