Cole Wilmarth
Cole Wilmarth is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Melbourne, FL, with 7 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
202 N Harbor City Blvd, Suite 301, Melbourne, FL, 32935
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cole is the HOA President, serving as a board member and officer for a non-profit organization since 2022. He dedicates a few hours per week to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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