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Angelina Ramsey

20 Years of Experience
Gainesville, FL
Broker

Angelina Ramsey is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gainesville, FL, with 20 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

2550 SW 76th Street, Suite 110, Gainesville, FL, 32608

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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

Angelina is involved with Dodd Ramsey Financial Group and Banks Carroll Group as a support company, taking about 10-20% of her time. This is a DBA change from Lentz Dodd Financial Group.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2013 - Present · 12 yrs 10 mos
Raymond James Financial Services, INC.Broker
June 2013 - Present · 12 yrs 11 mos
Previous Registrations
AXA Advisors, LLC
October 2006 - July 2013 · 6 yrs 9 mos
AXA Advisors, LLCBroker
December 2005 - July 2013 · 7 yrs 7 mos
State Registrations1 state
FL
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.
Angelina Ramsey - Financial Advisor | TrueAdvisor