Eugene West
Eugene West is a registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 32 years of industry experience. Eugene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.00% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.
Fee Estimator
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
Get directionsHistory
Regulatory History (1)
Criminal
January 1988Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.Broker
World Group Securities, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Suncoast Capital Group, LTD.Broker
Raymond James & Associates, INC.Broker
State Registrations2 states
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
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