Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Park Falls, WI
Credentials
Series 63, Series 65
Industry experience
27 years
Robert Anderson III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Level Four Advisory Services, and Harbor Financial Services. Outside of his advisory work, he is president of A Plus Plus Investments, Inc., an independent contractor business supporting his financial services operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and supported by extensive firm research and resources.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
Park Falls, WI
Florida · Texas · Wisconsin
Raymond James Financial Services Advisors Inc.
2025 - Present (1 year)
Raymond James Financial Services Inc.
2025 - Present (1 year)
Commonwealth Financial Network
2024 - 2025 (1 year)
Level Four Advisory Services
2021 - 2024 (3 years)
Harbor Financial Services, LLC
2007 - 2024 (17 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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