Gerald Weeks
Gerald Weeks is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Palm Harbor, FL, with 44 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
Firm Size
IM Fee
Assets Under Management
Location
50 Lakeview Ct., Palm Harbor, FL, 34683
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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
Gerald has been an independent contractor selling non-variable insurance since 2005. This investment-related activity takes minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Sentra Securities CorporationBroker
Security Service CorporationBroker
A. G. Edwards & Sons, INC.Broker
State Registrations25 states
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