GP
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Gerri Price
25 Years of Experience
Tampa, FL
Broker
Gerri Price is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tampa, 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 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
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Location
Tampa, FL
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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.
Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2013 - Present · 13 yrs
Raymond James Financial Services, INC.
June 2004 - Present · 22 yrs 3 mos
Raymond James Financial Services, INC.Broker
June 2004 - Present · 22 yrs 3 mos
Previous Registrations
T. Rowe Price Investment Services, INC.Broker
January 2001 - June 2004 · 3 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.