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Anders Bergmann

8 Years of Experience
St. Petersburg, FL
Broker

Anders Bergmann is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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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

Anders is involved in several religious and non-profit activities. He works as a staff musician and organist/choirmaster for churches, and gives lectures at a music workshop, dedicating about 10-20% of his time to these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2018 - Present · 8 yrs 2 mos
Raymond James Financial Services, INC.
May 2018 - Present · 8 yrs 2 mos
Raymond James Financial Services, INC.Broker
May 2018 - Present · 8 yrs 2 mos
Raymond James & Associates, INC.
May 2018 - Present · 8 yrs 2 mos
Raymond James & Associates, INC.
May 2018 - Present · 8 yrs 2 mos
Raymond James & Associates, INC.Broker
May 2018 - Present · 8 yrs 2 mos
Previous Registrations
Invest Financial Corporation
January 2018 - April 2018 · 3 mos
Invest Financial CorporationBroker
September 2017 - April 2018 · 7 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Anders Bergmann - Financial Advisor | TrueAdvisor