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Alena Gifford

10 Years of Experience
Naperville, IL
Broker

Alena Gifford is a registered investment advisor at Raymond James & Associates, INC., based in Naperville, IL, with 10 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

263 Shuman Blvd, Ste 275, Naperville, IL, 60563-7700

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2025 - Present · 1 yr 3 mos
Raymond James & Associates, INC.Broker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Redwing Financial
February 2018 - March 2024 · 6 yrs 1 mo
Lighthouse Institute
April 2017 - February 2018 · 10 mos
LPL Financial LLCBroker
November 2014 - March 2024 · 9 yrs 4 mos
State Registrations1 state
IL
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.
Alena Gifford - Financial Advisor | TrueAdvisor