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Gillian Boone

3 Years of Experience
Cuyahoga Falls, OH
Broker

Gillian Boone is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cuyahoga Falls, OH, with 3 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Cuyahoga Falls, OH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gillian is an officer (Vice President and Treasurer) of WesRev, Inc., providing administrative support and dedicating minimal time. She also works as an Administrative Assistant for Western Reserve Resources Corporation, dedicating about half of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2025 - Present · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
American Express Financial Advisors INC.Broker
December 2002 - January 2003 · 1 mo
Ids Life Insurance CompanyBroker
December 2002 - January 2003 · 1 mo
State Registrations26 states
ALAZCACODCFLGAILINMDMEMIMNNCNYOHOKORPASCTNTXUTVAWAWI
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.