James Roble
Vice President, Investments Certified Financial Plannertm at Raymond James
Based in Clearwater, United States
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Seniority
Other
Department
Other
Location
Clearwater
Industry
Financial Services
Company size
19K
Contact information
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j•••••••@raymondjames.com
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Background
About James Roble
Financial advisor and CERTIFIED FINANCIAL PLANNER® professional with broad experience in all aspects of financial planning. Focusing on assisting individuals and business clients plan for their accumulation, preservation and distribution of their wealth. Specialties: Specializing in portfolio construction, retirement planning and education planning. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm
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