Gena Wiegand, financial advisor Greenwood SC

Gena Wiegand

CRD Number: 4613045
Current Firm: Raymond James Financial Services Advisors, Inc.

Gena Wiegand (CRD# 4613045) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greenwood, SC and has over 21 years of experience in the finance industry.

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Raymond James Financial Services Advisors, Inc.
Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Greenwood, SC Jan 2009 - Current 15
Raymond James Financial Services Greenwood, SC Nov 2002 - Current 21
Countybanc Investments Services, Inc. Greenwood, SC Nov 2002 - Current 21
Countybank Greenwood, SC Jan 2002 - Current 22
Countybank Greenwood, SC Jan 2002 - Current 22
Countybank Greenwood, SC Feb 2001 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination Oct 2007
Contact Info for Gena J. Wiegand
Phone Number: 727-567-3020
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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