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Perry Korszen

12 Years of Experience
Venice, FL
Broker

Perry Korszen is a registered investment advisor at Raymond James & Associates, INC., based in Venice, FL, with 12 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
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

Perry is involved with Strike Properties LLC as a partner and in rental real estate. These activities are investment-related and require minimal time commitment.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2014 - Present · 12 yrs 4 mos
Raymond James & Associates, INC.Broker
September 2013 - Present · 12 yrs 8 mos
State Registrations44 states
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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.
Perry Korszen - Financial Advisor | TrueAdvisor