Unclaimed
Robert Robbins is a financial advisor with T. Rowe Price Associates, Inc. Robert has over 14 years of experience in the financial services industry. Robert is registered with the state of Maryland and North Carolina. Robert has also held previous positions with Franklin Distributors, LLC, Franklin/Templeton Distributors, Inc., LPL Financial LLC, and Raymond James & Associates, Inc. Robert is a Chartered Financial Analyst.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
08/24/2023 - Present
T. Rowe Price Associates, Inc. (Matthews NC)
FL
07/07/2021 - 05/18/2023
FRANKLIN DISTRIBUTORS, LLC (St. Petersburg FL)
FL
10/31/2016 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
SC
11/25/2014 - 10/06/2016
LPL FINANCIAL LLC (FORT MILL SC)
FL
04/08/1994 - 07/27/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
CO
09/17/1993 - 11/02/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 03/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2011
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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