Arthur Finkelberg
Arthur Finkelberg is a CFA, CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Ridgeland, MS, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
200 Concourse Suite 100, 1062 Highland Colony Parkway, Ridgeland, MS, 39157
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Arthur is a board member and finance committee co-chair for Beth Israel Congregation, overseeing synagogue funds and investments. He also co-owns Finkelberg Racing LLC with his wife, which involves owning standardbred race horses.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations33 states
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