Unclaimed
Robin Linduff Byford is a financial advisor with Raymond James & Associates, Inc. Robin has been in the financial services industry since 1989, and has a strong track record of helping clients achieve their financial goals. Robin is a Certified Financial Planner™ professional and specializes in working with individuals, businesses, and retirement plans. Robin is registered to provide investment advisory services in Texas and Oklahoma.
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
OK
02/25/2020 - Present
Raymond James & Associates, Inc. (OKLAHOMA CITY OK)
OK
02/15/2013 - 02/24/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
OK
12/15/2000 - 02/19/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
MA
01/30/1998 - 12/22/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
TX
07/28/1989 - 02/06/1998
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 09/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robin Byford is the right advisor for you? Invested Better is here to help.