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Angela Bourgeois

25 Years of Experience
Ann Arbor, MI
Broker

Angela Bourgeois is a registered investment advisor at Raymond James & Associates, INC., based in Ann Arbor, MI, with 25 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

350 S. Main, Suite 100, Ann Arbor, MI, 48104

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
October 2017 - Present · 8 yrs 9 mos
Raymond James & Associates, INC.
October 2017 - Present · 8 yrs 9 mos
Raymond James & Associates, INC.Broker
October 2017 - Present · 8 yrs 9 mos
Previous Registrations
Spc
July 2017 - September 2017 · 2 mos
Parkland Securities, LLCBroker
July 2013 - September 2017 · 4 yrs 2 mos
Sigma Financial CorporationBroker
July 2013 - September 2017 · 4 yrs 2 mos
Raymond James & Associates, INC.Broker
February 2006 - June 2011 · 5 yrs 4 mos
Sammons Securities Company, LLCBroker
January 2002 - February 2006 · 4 yrs 1 mo
Sigma Financial CorporationBroker
April 1998 - February 2006 · 7 yrs 10 mos
State Registrations1 state
MI
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.
Angela Bourgeois - Financial Advisor | TrueAdvisor