Gary Cohen
Gary Cohen is a registered investment advisor at Raymond James & Associates, INC., based in Beverly Hills, CA, with 35 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
9595 Wilshire Blvd, Suite 801, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gary is a partner in GGA 1515, a rental real estate business he inherited with his siblings in 2021. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
S.J. Levinson & Sons LLCBroker
Albert Fried & Company, LLCBroker
Mdb Capital Group LLCBroker
Sanders Morris Harris INC.Broker
Banc of America Securities LLCBroker
J.P. Morgan Securities INC.Broker
Oppenheimer & CO., INC.Broker
State Registrations16 states
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