GS
CFP · ChFC
GS
CFP · ChFC
Gary Soben
50 Years of Experience
Fort Worth, TX
1 DisclosureBroker
Gary Soben is a CFP, ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Fort Worth, TX, with 50 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
3230 Camp Bowie Blvd, Suites 400 and 775, Fort Worth, TX, 76107
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 1994Settled
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Raymond James & Associates, INC.
April 2023 - Present · 3 yrs 1 mo
Raymond James & Associates, INC.
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1983 - April 2023 · 39 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - April 2023 · 44 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
November 1975 - September 1978 · 2 yrs 10 mos
State Registrations1 state
TX
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.