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Paul Gaskin

29 Years of Experience
Charlotte, NC
Broker

Paul Gaskin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charlotte, NC, with 29 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

7615 Colony Rd., Ste. 100, Charlotte, NC, 28226

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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

Paul is an independent contractor and owner of Gaskin Asset Management, an independent financial services company associated with RJFS, dedicating about half of his time to it. He is also a partner in a real estate venture, spending a few hours per week managing an office condo for Gaskin Asset Management, LLC.

Employment History
Current Registrations
Raymond James Financial Services, INC.
May 2017 - Present · 9 yrs
Raymond James Financial Services, INC.Broker
May 2017 - Present · 9 yrs
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
June 2006 - May 2017 · 10 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2006 - May 2017 · 10 yrs 11 mos
UBS Financial Services INC.
April 1997 - July 2006 · 9 yrs 3 mos
UBS Financial Services INC.Broker
October 1996 - July 2006 · 9 yrs 9 mos
State Registrations22 states
ALCACODEFLGAIAMAMEMIMONCNJNYOHOKPASCTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Paul Gaskin - Financial Advisor | TrueAdvisor