AG
CFP
AG
CFP

Anthony Gorman

13 Years of Experience
Fenton, MO
Broker

Anthony Gorman is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fenton, MO, with 13 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

1461 Larkin Williams Rd, Suite 203, Fenton, MO, 63026

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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

Anthony is an independent contractor and financial advisor for Beyond Wealth Advisors, dedicating about half of his time to this role. He is also the CEO of Crimson King Enterprises LLC, but spends minimal time on this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2021 - Present · 5 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Waddell & Reed
December 2013 - April 2021 · 7 yrs 4 mos
Waddell & ReedBroker
November 2013 - April 2021 · 7 yrs 5 mos
Pruco Securities CorporationBroker
June 1994 - March 1995 · 9 mos
State Registrations16 states
ARCOFLGAIAILKSMIMNMONVOKSDTXVAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.