Edward Winokur
Edward Winokur is a registered investment advisor at Raymond James & Associates, INC., based in Orlando, FL, with 27 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
301 East Pine Street, Suite 1100, Orlando, FL, 32801
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2024Customer Dispute
December 2019Customer Dispute
December 2019Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
RBC Capital Markets, LLCBroker
J. B. Hanauer & CO.Broker
H&r Block Financial Advisors, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations14 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.
Exams
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