AV
CFP
AV
CFP
Andrew Vargo
33 Years of Experience
Longwood, FL
1 DisclosureBroker
Andrew Vargo is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Longwood, FL, with 33 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
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Location
300 North Ronald Reagan Blvd, Suite 208, Longwood, FL, 32750
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2000Denied
Other Business Activities
Andrew is the owner of Unconstrained Strategies Investors LLC, a support company, since 2013. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2010 - Present · 16 yrs 2 mos
Raymond James Financial Services, INC.Broker
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 1993 - February 2010 · 16 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1993 - February 2010 · 16 yrs 11 mos
State Registrations16 states
AZCACOFLGAILKSMINCNJOHORPATNTXVT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.