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Andrew Gagne

22 Years of Experience
Northville, MI
Broker

Andrew Gagne is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Northville, MI, with 22 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

224 S. Main Street, Northville, MI, 48167

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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

Andrew works as a financial advisor at Center Street Wealth Strategies, dedicating about half of his time to this role. He is also the owner of New World Financial, spending minimal time on this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2016 - Present · 9 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
October 2015 - June 2016 · 8 mos
Ameriprise Financial Services, INC.
October 2015 - June 2016 · 8 mos
Independent Financial Advisors
August 2012 - October 2015 · 3 yrs 2 mos
LPL Financial LLC
August 2012 - November 2015 · 3 yrs 3 mos
LPL Financial LLCBroker
July 2012 - November 2015 · 3 yrs 4 mos
Ameriprise Financial Services, INC.
March 2009 - August 2012 · 3 yrs 5 mos
Ameriprise Financial Services, INC.Broker
May 2003 - August 2012 · 9 yrs 3 mos
Ids Life Insurance CompanyBroker
May 2003 - July 2006 · 3 yrs 2 mos
American Express Financial Advisors INC.Broker
November 1997 - December 1997 · 1 mo
Ids Life Insurance CompanyBroker
November 1997 - December 1997 · 1 mo
State Registrations17 states
AZCAFLGAILINMINJNMNVNYPASCTNTXVAWI
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.