George Tangeman
George Tangeman is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Park, FL, with 26 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
1560 Orange Avenue, Suite 650, Winter Park, FL, 32789
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George is an associate/employee and branch manager at Winter Park Wealth Group, LLC since 2021. This takes about half of his time and occurs during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
State Registrations52 states
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