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Gage Dahmann

19 Years of Experience
Austin, TX
Broker

Gage Dahmann is a registered investment advisor at Raymond James & Associates, INC., based in Austin, TX, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6034 West Courtyard Drive, Suite 305, Austin, TX, 78730

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gage owns PD3 Holdings LLC, a rental real estate business, since 2019. He spends minimal time approving leases and repairs.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2023 - Present · 3 yrs 3 mos
Raymond James & Associates, INC.
June 2023 - Present · 3 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - June 2023 · 4 yrs 11 mos
Strategic Advisers LLC
March 2013 - July 2018 · 5 yrs 4 mos
Fidelity Brokerage Services LLCBroker
March 2013 - June 2023 · 10 yrs 3 mos
Corda Investment Management, LLC
May 2012 - March 2013 · 10 mos
Strategic Advisers, INC.
June 2010 - April 2012 · 1 yr 10 mos
Fidelity Brokerage Services LLCBroker
March 2010 - April 2012 · 2 yrs 1 mo
First Union Securities, INC.Broker
August 1999 - June 2000 · 10 mos
A. G. Edwards & Sons, INC.Broker
March 1997 - September 1999 · 2 yrs 6 mos
State Registrations39 states
AKARAZCACOCTDCFLGAHIIAIDILINKYLAMAMDMEMIMNMONCNENHNJNMNVNYOHOKORPASCSDTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.