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Sandra Gasser

Raymond James Financial Services Advisors, INC
28 Years of Experience
Medina, OH
BrokerSells Insurance
View SEC Summary
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Sandra Gasser is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Medina, OH, with 28 years of industry experience. Sandra is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

387 Medina Road, Suite 500, Medina, OH, 44256

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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 ActivitiesSells Insurance

Sandra is an agent for O'Neill Insurance, assisting with the transition after selling her previous business, Providence Insurance. She also serves as an officer (Treasurer) for Rex Gasser Electric, Inc., handling bill payments, payroll, and tax forms.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2010 - Present · 16 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2004 - Present · 22 yrs
Previous Registrations
Park Avenue Securities LLCBroker
January 2001 - October 2004 · 3 yrs 9 mos
Berkshire Equity Sales, INC.Broker
May 1998 - December 2000 · 2 yrs 7 mos
State Registrations7 states
ILMIMNNCOHORPA
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.
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