LG
LG

Louis Gasbarra

15 Years of Experience
Oklahoma City, OK
Broker

Louis Gasbarra is a registered investment advisor at Raymond James & Associates, INC., based in Oklahoma City, OK, with 15 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

3121 Quail Springs Pkwy, Ste 110, Oklahoma City, OK, 73134

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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

Louis is a partner in Crimson Incarnation LLC, Cyan LLC, Ferentino Investments LLC, and Third Emerald LLC, all involving real estate. He also serves on the Oklahoma Archdiocesan Finance Committee, dedicating a few hours per week to discussing finances and real estate dealings.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2018 - Present · 7 yrs 8 mos
Raymond James & Associates, INC.Broker
November 2018 - Present · 7 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2010 - November 2018 · 8 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2010 - November 2018 · 8 yrs 7 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.