Robert Emmer

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

• 09/2009 → 05/2017
  Linsco Private Ledger (Lpl)
  Richmond, CA
• 05/2017 → 08/2020
  Geneos Wealth Management Inc.
  Richmond, CA
• 08/2020 → Present
  Raymond James Financial Services, Inc.
  Richmond, CA
• 08/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Richmond, CA
• 08/2020 → Present
  Silversage Advisors
  Richmond, CA

Previous Registrations

• 2017-05-31 → 2021-06-07
  Silversage Advisors
  Richmond, CA
• 2009-09-08 → 2017-06-06
  Lpl Financial Llc
  Richmond, CA
• 1997-07-08 → 2009-10-13
  Associated Planners Investment Advisory Inc
  Mill Valley, CA
  Richmond, CA
• 2003-04-07 → 2009-09-08
  Associated Securities Corp.
  Boston, MA
  Richmond, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1983-09-27

Designations

• Certified Financial Planner