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Robert Michael Hebert

Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Raymond James Financial Services Advisors Inc.Mar 2026 to now
  2. Raymond James Financial Services Inc.Mar 2026 to now
  3. Pinnacle Asset ManagementAug 2022 to Mar 2026
  4. Pinnacle BankAug 2022 to Mar 2026
  5. US BankJun 2021 to Aug 2022
  6. First Horizon Advisors (fka Ftb Advisors)Oct 2018 to May 2021
  7. JPMorgan Chase Bank, N.A.Aug 2017 to Sep 2018
  8. JPMorgan Securities, LLCAug 2017 to Sep 2018
  9. Suntrust Advisory ServicesSep 2016 to Aug 2017
  10. Suntrust BankMar 2015 to Aug 2017
  11. Suntrust Investment Services, Inc.Mar 2015 to Aug 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2007
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 1 state (TN).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4643855
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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