RG
CFP
RG
CFP

Raymond Gazelle

18 Years of Experience
Edgewater, MD

Raymond Gazelle is a CFP-designated registered investment advisor at Raymond L. Gazelle JR., based in Edgewater, MD, with 18 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 3 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
Not specified

Fee Structure

Raymond L. Gazelle, Jr. provides investment advice through consultation but does not manage client assets. He will work with your existing investments and provide unbiased recommendations. You are responsible for executing any trades.

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Location

Edgewater, MD

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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 L. Gazelle JR.
August 2007 - Present · 18 yrs 9 mos
State Registrations2 states
MDVA
Advisor

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.