Sydney GomezCRD Number: 3061563
Current Firm: Raymond James Financial Services Advisors, Inc.
Sydney Gomez (CRD# 3061563) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orlando, FL and has over 17 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|K Brain||Orlando, FL||May 2012 - Current||5|
|Bcw Retirement Systems, LLC||Orlando, FL||Dec 2011 - Current||6|
|The Milestone Financial Group||Orlando, FL||Nov 2010 - Current||7|
|Raymond James Financial Services Advisors, Inc.||Orlando, FL||Mar 2009 - Current||9|
|Insurance - Non Variable||Orlando, FL||Nov 2006 - Current||11|
|Raymond James Financial Services||Orlando, FL||Apr 2006 - Current||12|
|Bcw Financial Systems, LLC||Orlando, FL||Apr 2012 - Dec 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2000|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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