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Gary Noordam

Raymond James & Associates, INC.
43 Years of Experience
Omaha, NE
1 DisclosureBroker
View SEC Summary
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Gary Noordam is a registered investment advisor at Raymond James & Associates, INC., based in Omaha, NE, with 43 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

13120 Pierce Street, Suite 200, Omaha, NE, 68144

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2009
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
April 2026 - Present · 6 mos
Raymond James & Associates, INC.
April 2026 - Present · 6 mos
Previous Registrations
RBC Capital Markets, LLCBroker
May 2014 - April 2026 · 11 yrs 11 mos
RBC Capital Markets, LLC
May 2014 - April 2026 · 11 yrs 11 mos
Robert W. Baird & CO. Incorporated
May 2008 - May 2014 · 6 yrs
Robert W. Baird & CO. IncorporatedBroker
May 2008 - May 2014 · 6 yrs
Stifel, Nicolaus & Company, Incorporated
March 2001 - May 2008 · 7 yrs 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
November 2000 - May 2008 · 7 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
January 1996 - November 2000 · 4 yrs 10 mos
Norwest Investment Services, INC.Broker
March 1994 - January 1996 · 1 yr 10 mos
American Express Financial Advisors INC.Broker
September 1990 - March 1994 · 3 yrs 6 mos
Ids Life Insurance CompanyBroker
September 1990 - March 1994 · 3 yrs 6 mos
Sunamerica Securities, INC.Broker
June 1989 - October 1990 · 1 yr 4 mos
Southmark Financial Services, INC.Broker
April 1985 - June 1989 · 4 yrs 2 mos
Integrated Resources Equity CorporationBroker
June 1983 - May 1985 · 1 yr 11 mos
State Registrations6 states
AZCOIAILNETX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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