BK
BK

Bogdan Korszen

25 Years of Experience
Venice, FL
1 DisclosureBroker

Bogdan Korszen is a registered investment advisor at Raymond James & Associates, INC., based in Venice, 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

1314 East Venice Ave, Suite A, Venice, FL, 34285

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History

Regulatory History (1)
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Customer Dispute
October 2008
Denied
Other Business Activities

Bogdan is involved in several business activities, including rental real estate through 200 South Washington Blvd, LLC and Strike Properties LLC. He also serves as a partner in HT Central LLC, Strike Properties LLC, and Strike SRQ, LLC, and as a co-trustee for his wife's trust.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2007 - Present · 18 yrs 10 mos
Raymond James & Associates, INC.Broker
September 2007 - Present · 18 yrs 10 mos
Previous Registrations
A. G. Edwards & Sons, INC.
March 2001 - September 2007 · 6 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
March 2001 - September 2007 · 6 yrs 6 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Bogdan Korszen - Financial Advisor | TrueAdvisor