Chickasaw Capital Management
47yrs
Top advisor by experience in Memphis
27yrs
Robert Reece is a fiduciary financial advisor in Memphis, Tennessee, with 27 years in the industry. Robert joined Raymond James & Associates in 2019, after 15 years at UBS Financial Services. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 845 advisors with offices in Memphis, and one of 698 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience in Tennessee
Office1100 Ridgeway Loop Road, Memphis, TN 38120
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowRaymond James & Associates, Inc.Current firm
- 2004 – 2019UBS Financial Services Inc.Previously
Contact Robert
Local office(901) 818-6536Ask for Robert. (727) 567-1000Main office · St. Petersburg, FL 1100 Ridgeway Loop RoadMemphis, TN 38120Office · Get directions Firm websitewww.alexbrown.com
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert’s local office at (901) 818-6536 or the Raymond James & Associates main office at (727) 567-1000, and ask for Robert Reece.
How long has Robert been a financial advisor?
Robert has been in the industry since 1999, about 27 years. Top 23% by experience in Tennessee.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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