Gary Schantz
Gary Schantz is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Roswell, GA, with 39 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
Firm Size
IM Fee
Assets Under Management
Location
1875 Old Alabama Road, Suite 730, Roswell, GA, 30076
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is an agent for Legacy Wealth Mgt. Group, Inc. since 2018, procuring life insurance or long-term care insurance for clients a few hours per week. Gary is also the President and CEO of Legacy Wealth Mgt. Group, Inc., dedicating about half their time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Sovereign Legacy, INC.
Sovereign Legacy Securities, INC.Broker
Spc
Sigma Financial CorporationBroker
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations12 states
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