Gary Kleinman
Gary Kleinman is a registered investment advisor at Raymond James & Associates, INC., based in Long Boat Key, FL, 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
Long Boat Key, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gary is a trustee for a trust for his daughter, spending minimal time on investment decisions and management. He also serves as treasurer for Hancor Promotions, dedicating a few hours per week to paying bills and completing tax requirements.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
J. B. Hanauer & CO.Broker
State Registrations27 states
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