Montgomery, AL – Robert Broach, III located at Parsons Broach Financial Services, 4121 Carmichael Road, Suite 305, was recently named a member of the 2023 Executive Council II. This marks the 4t h consecutive year that Mr. Broach has qualified for this important recognition.
Mr. Broach, who joined Raymond James in 2011 to partner with Todd Parsons and open an independent office for Raymond James. They offer a comprehensive line of investment alternatives tailored to the needs of each individual investor including a focus on investment management, corporate retirement plan, financial planning and trust services.
Mr. Broach has 30 years of investment experience, is a graduate of the University of Alabama, holds the CERTIFIED FINANCIAL PLANNER™ designation and the Certified Plan Fiduciary Advisor Credential. Additionally, he holds a Series 7 General Securities license, Series 24 General Securities Principal, Series 63 and 65 State Securities license and life insurance license.
He is currently serving as a board member of the Montgomery Estate Planning Council and President of River Region Mountain Bike Alliance. Mr. Broach has also served as president of the Montgomery Estate Planning Council, president of the Montgomery Zoological Society, president of Jubilee Cityfest, board member of Hospice of Montgomery and as a Community Advisory Board for the Junior League of Montgomery.
About Raymond James Financial Services
Raymond James Financial Services, Inc., is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services, Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc., (NYSE-RJF) a leading diversified financial services company with approximately 8,600 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.30 trillion as of Aug, 31, 2023. Additional information is available at raymondjames.com.
*2024 membership for Raymond James Financial Services advisors is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client\’s experience, is not an endorsement and is not indicative of an advisor\’s future performance. No fee is paid in exchange for this award/rating.
Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Parsons Broach Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.
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