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Paola Gonnet
25 Years of Experience
Miami, FL
1 DisclosureBroker
Paola Gonnet is a registered investment advisor at Raymond James & Associates, INC., based in Miami, FL, 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
600 Brickell Avenue, Suites 1875 and 2250, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2016Denied
Other Business Activities
Paola owns rental real estate property since 2010. This activity requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2021 - Present · 4 yrs 10 mos
Raymond James & Associates, INC.
September 2021 - Present · 4 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2020 - September 2021 · 1 yr 3 mos
Wells Fargo Clearing Services, LLCBroker
November 2006 - September 2021 · 14 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2000 - November 2006 · 6 yrs 5 mos
State Registrations18 states
AZCACTDEFLGAMANJNYOHORSDTXVAVirgin IslandsWAWIWY
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.