Paul Alegi is a registered investment advisor at Raymond James & Associates, INC., based in Sarasota, FL, with 27 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.
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Fee Structure
Location
2 N. Tamiami Trail, Suite 804, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Guardian Wealth Strategies, LLC
Isc Financial Advisors
Voya Financial Advisors, INC.Broker
Contego Capital Advisors, LLC
Advisornet Wealth Management
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Lincoln Financial Distributors, INC.Broker
Directed Services LLCBroker
Capital Brokerage CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Transamerica Capital, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
State Registrations5 states
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