Robert L. Felton
Professional summary
Robert Lee Felton, who also goes by Robert Felton, Robert Lee Felton, was a registered financial advisor .
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Robert had worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 30, 2026 - Present
Office #1: 1144 Market Street Suite 305, Wheeling, WV 26003
January 20, 2023 - August 11, 2026
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
January 20, 2023 - August 11, 2026
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
April 18, 2022 - January 20, 2023
WELLS FARGO CLEARING SERVICES, LLC
April 14, 2022 - January 20, 2023
WELLS FARGO CLEARING SERVICES, LLC
February 8, 2019 - February 25, 2022
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
October 26, 2018 - February 25, 2022
RAYMOND JAMES FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/30/2026)
Exams
What does exam status mean?
Series 7TO
Passed: 10/26/2018
General Securities Representative ExaminationCurrent firm
No current employment
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
