FI
FI

Frederick Igarta

29 Years of Experience
Middletown, NJ
Broker

Frederick Igarta is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Middletown, NJ, 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
Loading...

Location

1715 Route 35, Suite 105, Middletown, NJ, 07748

Get directions

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.

Learn about disclosures →
Other Business Activities

Frederick is an owner of Igarta Capital, Inc., a support company, since 2004. He dedicates minimal time to this business.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2004 - Present · 22 yrs 6 mos
Previous Registrations
Wm Financial Services, INC.Broker
May 2002 - January 2004 · 1 yr 8 mos
Dime Securities, INC.Broker
April 2000 - May 2002 · 2 yrs 1 mo
Dime Securities, INC.Broker
June 1997 - March 2000 · 2 yrs 9 mos
D. H. Blair & CO., INC.Broker
December 1996 - April 1997 · 4 mos
Paragon Capital CorporationBroker
September 1996 - October 1996 · 1 mo
State Registrations15 states
CADEFLMAMDMENCNJNVNYPASCTNTXVA
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.
Frederick Igarta - Financial Advisor | TrueAdvisor