TG
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Tiffany Gulick
11 Years of Experience
Ocala, FL
Broker
Tiffany Gulick is a registered investment advisor at Raymond James & Associates, INC., based in Ocala, FL, with 11 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
Ocala, FL
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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.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
May 2023 - Present · 3 yrs
Raymond James & Associates, INC.
May 2023 - Present · 3 yrs
Raymond James & Associates, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2019 - January 2023 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2019 - January 2023 · 3 yrs 7 mos
Berenberg Capital Markets LLCBroker
August 2016 - May 2018 · 1 yr 9 mos
J.P. Morgan Securities LLCBroker
May 2013 - July 2016 · 3 yrs 2 mos
Deutsche Bank Securities INC.Broker
November 2012 - April 2013 · 5 mos
State Registrations2 states
FLGA
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.