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Advisors / California / Richmond
43yrs

Robert Emmer

Financial advisor at Raymond James Financial Services Advisors

Robert Emmer is a fiduciary financial advisor in Richmond, California, with 43 years in the industry. Robert joined Raymond James Financial Services Advisors in 2020, after four years at Silversage Advisors and eight years at LPL Financial. Robert holds the CFP® designation.

One of 13 advisors with offices in Richmond, and one of 12 fiduciaries.

Richmond, CACFP®Top advisor by experience in RichmondFiduciary advisor

At a glance

Experience43 years (since 1983)
How that compares ?Top advisor by experience in Richmond
OfficeRichmond, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state

Services through Raymond James Financial Services Advisors

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.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
  2. 2017 – 2021
    Silversage AdvisorsPreviously
  3. 2009 – 2017
  4. 2003 – 2009
    Associated Securities Corp.Previously
  5. 1997 – 2009
    Associated Planners Investment Advisory Inc.Previously

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Raymond James Financial Services Advisors at 727-567-3020 and ask for Robert Emmer. Robert works from the Richmond, CA office.

How long has Robert been a financial advisor?

Robert has been in the industry since 1983, about 43 years. Top advisor by experience in Richmond.

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 Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. 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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