GZ
CFP · ChFC
GZ
CFP · ChFC

Gary Zaugg

40 Years of Experience
Virginia Beach, VA
Broker

Gary Zaugg is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Virginia Beach, VA, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2101 Parks Ave, Suite 701, Virginia Beach, VA, 23451

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gary is an independent contractor for Cape Henry Private Wealth Group, working about half his time as a Raymond James FA. He also participates in a non-profit and owns rental real estate, dedicating minimal time to these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
January 1996 - Present · 30 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1996 - Present · 30 yrs 4 mos
Previous Registrations
Raymond James Financial Services
April 1996 - January 2009 · 12 yrs 9 mos
American Express Financial Advisors INC.Broker
October 1985 - January 1996 · 10 yrs 3 mos
State Registrations27 states
CACOCTDCFLGAHIIDMAMDMEMNMOMTNCNHNJNVNYOHPARISCTXVAWAWV
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.
Gary Zaugg - Financial Advisor | TrueAdvisor