Geoffrey Gatlin
Geoffrey Gatlin is a registered investment advisor at Raymond James & Associates, INC., based in San Antonio, TX, with 28 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
401 E. Sonterra Blvd., #100, San Antonio, TX, 78258
Get directionsHistory
Regulatory History (5)
Customer Dispute
November 2014Customer Dispute
June 2014Customer Dispute
November 2011Customer Dispute
June 2004Employment Separation After Allegations
December 2001Other Business Activities
Geoffrey is a partner in ESAC Properties, Ltd and G Bar Ranch Properties, Ltd, managing rental properties, land, minerals, and livestock, dedicating minimal time to each. He also holds an inactive real estate license for personal real estate dealings.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Kercheville & Company, INC.Broker
State Registrations36 states
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.