Robert W. Brafford
Professional summary
Robert Wilmer Brafford JR., who also goes by Rob Brafford, Robbie Brafford, Robert Wilmer Brafford Jr, is a registered financial advisor currently at LEGACY ONE WEALTH MANAGEMENT located in Jamestown, North Carolina.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Robert has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Wilmer Brafford JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
September 6, 2016 - Present
LEGACY ONE WEALTH MANAGEMENT
June 4, 2013 - June 2, 2016
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
June 3, 2013 - June 2, 2016
RAYMOND JAMES FINANCIAL SERVICES, INC.
February 10, 2012 - May 30, 2013
MORGAN STANLEY
January 20, 2012 - May 30, 2013
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/6/2016)
Exams
Current Firm
LEGACY ONE WEALTH MANAGEMENT
CRD#: 284863 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 2,500,000 |
Red Flags
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