Raymond Asmar
Raymond Asmar is a registered investment advisor at A.G.P / Alliance Global Partners, based in Boca Raton, FL, with 44 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2001Customer Dispute
January 2000Other Business Activities
Raymond is a limited partner in Midway Road Partners LLC, a real estate investment firm, and a partner in Pizzeria Sophia. He also has a passive investment in FYI Networks, Inc., a news information website, and advises on business plans, spending about 10-20% of his time on the restaurant.
Employment History
Current Registrations
A.G.P. / Alliance Global PartnersBroker
A.G.P / Alliance Global Partners
Previous Registrations
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Wachovia Securities Financial Network, INC.Broker
Wachovia Securities Financial Network, INC.
Jwgenesis Securities, INC.Broker
Jw Charles Securities, INC.Broker
Prudential-Bache Securities INC.Broker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
Fahnestock & CO.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.