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Girish Thakar

32 Years of Experience
Clearwater, FL
Broker

Girish Thakar is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clearwater, FL, with 32 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

611 Druid Rd E, Suite 707, Clearwater, FL, 33756

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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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Other Business Activities

Girish is the president and officer of Thakar Financial LLC, a support company operating as an S corp. This takes about half of Girish's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2001 - Present · 25 yrs 2 mos
Previous Registrations
Raymond James Financial Services
April 2001 - January 2009 · 7 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
November 1998 - March 2001 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1993 - November 1998 · 5 yrs 6 mos
State Registrations21 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.