Gordon Wollman
Gordon Wollman is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Huron, SD, 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
Firm Size
IM Fee
Assets Under Management
Location
280 Dakota Avenue South, Huron, SD, 57350
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gordon is involved in several outside business activities, including rental real estate, a support company, and an LLC. He also works as an insurance agent and is writing a book, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sentra Securities CORP
Sentra Securities CorporationBroker
Quest Capital Strategies, INC.Broker
Nylife Securities INC.Broker
State Registrations39 states
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