MG
MG

Michael Gambol

31 Years of Experience
Conshohocken, PA
Broker

Michael Gambol is a registered investment advisor at Raymond James & Associates, INC., based in Conshohocken, PA, with 31 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

300 Conshohocken State Rd, Ste 400, Conshohocken, PA, 19428

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2020 - Present · 5 yrs 9 mos
Raymond James & Associates, INC.
August 2020 - Present · 5 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2018 - August 2020 · 2 yrs
Wells Fargo Clearing Services, LLCBroker
August 2018 - August 2020 · 2 yrs
Worthfm
January 2016 - June 2016 · 5 mos
Blackrock Financial Management, INC
May 2006 - April 2015 · 8 yrs 11 mos
Blackrock Capital Management, INC.
October 2004 - June 2006 · 1 yr 8 mos
Blackrock Investments, LLCBroker
November 2003 - April 2015 · 11 yrs 5 mos
Flagship Capital Management INC
June 2002 - January 2003 · 7 mos
TD Waterhouse Investor Services, INC.Broker
July 1991 - March 2002 · 10 yrs 8 mos
Hibbard Brown & CO., INC.Broker
February 1991 - July 1991 · 5 mos
State Registrations24 states
AZCACOCTDCDEFLGAILMAMDMIMNNCNJNYPARISCTNTXVAVTWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Gambol - Financial Advisor | TrueAdvisor