Robert Wetherhold, financial advisor Bethlahem PA

Robert Wetherhold

CRD Number: 7148542
Current Firm: Raymond James Financial Services Advisors, Inc.

Robert Wetherhold (CRD# 7148542) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bethlahem, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fulton Financial Advisors Bethlehem, PA Feb 2020 - Current 4
Raymond James Financial Services Advisors, Inc. Bethlahem, PA Jan 2020 - Current 4
Raymond James Financial Services, Inc. Bethleham, PA Jan 2020 - Current 4
Fulton Bank Bethleham, PA Jan 2020 - Current 4
Axa Advisors, LLC Bala Cynwyd, PA Aug 2019 - Dec 2019 < 1
Unemployed Schnecksville, PA May 2019 - Aug 2019 < 1
Kutztown University Kutztown, PA Aug 2015 - May 2019 3
1847 Financial Conshohocken, PA Jun 2018 - Aug 2018 < 1
Bob Wetherhold Carpet Installations Allentown, PA Jun 2012 - Aug 2017 5
Lehigh Valley Floor Covering Allentown, PA Jun 2016 - Aug 2016 < 1
Parkland High School Allentown, PA Sep 2011 - Jun 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Robert L. Wetherhold
Phone Number: 727-567-3020
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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