EC
EC

Eugene Crookshanks

38 Years of Experience
Indian Rocks Beach, FL
Broker

Eugene Crookshanks is a registered investment advisor at Raymond James & Associates, INC., based in Indian Rocks Beach, FL, with 38 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Indian Rocks Beach, FL

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Raymond James & Associates, INC.
July 2024 - Present · 1 yr 10 mos
Raymond James & Associates, INC.
July 2024 - Present · 1 yr 10 mos
Raymond James & Associates, INC.Broker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Wells Fargo Advisors
January 2004 - July 2024 · 20 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - July 2024 · 21 yrs
Prudential Securities IncorporatedBroker
September 1990 - July 2003 · 12 yrs 10 mos
Pruco Securities CorporationBroker
October 1987 - August 1990 · 2 yrs 10 mos
State Registrations1 state
FL
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.