YG
YG

Yvonne Gurley

29 Years of Experience
Newport News, VA
Broker

Yvonne Gurley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newport News, VA, with 29 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

11820 Fountain Way Ste 100, Newport News, VA, 23606

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Yvonne works for Heyman Investment Group, providing administrative support and client services. This takes about a quarter of Yvonne's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2022 - Present · 3 yrs 7 mos
Raymond James Financial Services, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2014 - April 2021 · 6 yrs 7 mos
Wells Fargo Advisors Financial Network, LLC
September 2014 - December 2014 · 3 mos
Wells Fargo Advisors, LLC
April 2013 - September 2014 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
June 2010 - September 2014 · 4 yrs 3 mos
Micg Investment Management, LLCBroker
October 2009 - May 2010 · 7 mos
Vsr Financial Services, INC.Broker
October 2008 - October 2009 · 1 yr
Royal Alliance Associates, INC.Broker
May 2000 - October 2008 · 8 yrs 5 mos
Royal Alliance Associates, INC.Broker
November 1989 - February 1991 · 1 yr 3 mos
Integrated Resources Equity CorporationBroker
July 1987 - November 1989 · 2 yrs 4 mos
Ssv Securities, INC.Broker
July 1987 - August 1987 · 1 mo
State Registrations29 states
AKALARAZCACODCFLGAILKYMAMDMIMSNCNDNJNYOHPARISCTNTXVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.