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CFP

Daniel Gillins

Raymond James Financial Services Advisors, INC
23 Years of Experience
Elko, NV
Broker
View SEC Summary
View SEC Summary

Daniel Gillins is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elko, NV, with 23 years of industry experience. Daniel 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

933 Court Street, Elko, NV, 89801

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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 Activities

Daniel is a partner in 993 Court St. LLC, owning the building where his office is located, and the owner of Gillins Financial, LLC, his support company. He also serves as a successor trustee and a finance committee member for the Great Basin College Foundation, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2013 - Present · 13 yrs 8 mos
Raymond James Financial Services, INC.Broker
January 2013 - Present · 13 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2009 - February 2013 · 3 yrs 8 mos
Morgan StanleyBroker
June 2009 - February 2013 · 3 yrs 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2003 - April 2007 · 4 yrs 1 mo
Morgan Stanley Dw INC.Broker
December 2002 - April 2007 · 4 yrs 4 mos
First Investors CorporationBroker
July 2002 - August 2002 · 1 mo
State Registrations19 states
AKARAZCACOFLHIIDINMIMTNMNVORTXUTWAWIWY
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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