Unclaimed
Robert Durham Blackford is a financial advisor at Raymond James & Associates, Inc. Robert has over 25 years of experience in the financial services industry. Robert is registered to provide investment advice and securities brokerage services in several states. Robert has passed several exams and holds a Series 7, Series 63, and Series 65 license. Robert has a strong understanding of the financial markets and provides a variety of financial services to individuals, businesses, and institutions. Robert is a partner in a vacation home LLC and is also an officer and treasurer of a rental real estate LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
05/16/2008 - Present
Raymond James & Associates, Inc. (Dallas TX)
TX
03/03/1998 - 05/19/2008
MORGAN KEEGAN & COMPANY, INC. (DALLAS TX)
TX
09/11/1997 - 04/15/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
BC
Issued 07/16/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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