Robert Todd Carden

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 01/1999 → Present
  Raymond James Financial Services, Inc.
  Decatur, AL
• 10/2005 → 07/2017
  Wealth Advisory Group Properties, Llc
  Decatur, AL
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Decatur, AL

Other Businesses

2404769 (1) Name of Business: StoneBridge Wealth Management Address: 306 4th Ave SE, Decatur, AL, 35601, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/29/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Branch Manager, CFP (2) Name of Business: Wealth Advisory Group Properties, LLC Address: 306 4th Avenue S.E., Decatur, AL, 35601, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/14/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 100% owner (3) Name of Business: Wealth Advisory Group, Inc. Address: 306 4th Ave SE, Decatur, AL, 35601, United States Activity Type: Support Company - Owner Position/Title: Officer - President, Officer - Secretary Investment Related: No Start Date: 03/30/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Active executive officer

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-11-11

Designations

• Certified Financial Planner