Ian Tasker is a registered investment advisor at Raymond James (USA) LTD, based in Vancouver, with 6 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,864 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable with the financial advisor.
Fee Estimator
Location
925 West Georgia St, Suite 2100-A, Vancouver, V6C 3L2
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Ian is a financial advisor with Raymond James Ltd. and is also involved with Raymond James Financial Planning Ltd., where he sells life insurance, dedicating minimal time to this role. Additionally, Ian sits on the Board of Directors and Finance Committee for the Developmental Disabilities Association, a non-profit organization, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James (USA) LTD
State Registrations1 state
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.