Robyn Lista
Investment adviser representative at Raymond James & Associates, Inc.
19 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
Are you Robyn Lista? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
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
19 years in the industry.
- Raymond James & Associates, Inc.Jul 2024 to now
- Phase5bandJan 2020 to now
- Inspire Productions, LLCAug 2009 to now
- Raymond James Financial Services Advisors, Inc.May 2022 to Jul 2024
- Raissi & Co, Inc.Feb 2020 to Jul 2024
- Pure BarreAug 2017 to Jul 2026
- Raymond James Financial Services, IncApr 2012 to Jul 2024
- Busch Gardens Tampa BayAug 2007 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 6059986
- Firm CRD
- 705