Robert Henry Waechter

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → Present
  Raymond James & Associates, Inc.
  Franklin, TN

Previous Registrations

• 2007-02-13 → 2013-02-13
  Morgan Keegan & Company, Llc
  Nashville, TN
  Nashville, TN
  Brentwood, TN
  Franklin, TN
• 2004-02-03 → 2007-02-13
  Amsouth Investment Management Company Llc
  Nashville, TN

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-05-31
• S65 Uniform Investment Adviser Law Examination
  2002-05-24

Other Names

• Brian Henry Waechter
• Bobby Henry Waechter
• Bobby Henry Waechter