Gaines Financial Group

Gaines Financial Group (CRD# 157037) is a financial advisory firm headquartered in Boca Raton, FL. They manage $409,994,496 in 1,189 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    410
    MILLION
  • Total Number of Accounts
    1,189
    ACCOUNTS
  • Average Account Value
    $344,823
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, MD, NC, NH, NJ, NY, PA, TX, VA

Financial Advisors at Gaines Financial Group
Showing 1 - 10 of 15 top financial advisors.
1
Patrick Abrunzo
CRD#: 5732138
3837 Nw Boca Raton Blvd, Suite 100, Boca Raton, FL 33431

Patrick Abrunzo (CRD# 5732138) is an Investment Advisor Representative working at Gaines Financial Group in Boca Raton, FL and has over 10 years of experience in the finance industry.

2
Damon J. Boyar
CRD#: 4539179
3837 Nw Boca Raton Blvd, Suite 100, Boca Raton, FL 33431

Damon Boyar (CRD# 4539179) is an Investment Advisor Representative working at Gaines Financial Group in Boca Raton, FL and has over 18 years of experience in the finance industry.

3
Omar F. Cujar
CRD#: 4620649
3837 Nw Boca Raton Blvd, Suite 100, Boca Raton, FL 33431

Omar Cujar (CRD# 4620649) is an Investment Advisor Representative working at Gaines Financial Group in Boca Raton, FL and has over 16 years of experience in the finance industry. Omar Cujar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jason M. Forstot
CRD#: 4880513
3837 Nw Boca Raton Blvd, Suite 100, Boca Raton, FL 33431

Jason Forstot (CRD# 4880513) is an Investment Advisor Representative working at Gaines Financial Group in Boca Raton, FL and has over 15 years of experience in the finance industry.

5
Patrick S. Gaines
CRD#: 2829164
3837 Nw Boca Raton Blvd, Suite 100, Boca Raton, FL 33431

Patrick Gaines (CRD# 2829164) is an Investment Advisor Representative working at Gaines Financial Group in Boca Raton, FL and has over 22 years of experience in the finance industry.

6
Steven J. Haug
CRD#: 5528150
3837 Nw Boca Raton Blvd, Suite 100, Boca Raton, FL 33431

Steven Haug (CRD# 5528150) is an Investment Advisor Representative working at Gaines Financial Group in Boca Raton, FL and has over 12 years of experience in the finance industry.

7
Joel W. Josephs
CRD#: 2382716
3837 Nw Boca Raton Blvd, Suite 100, Boca Raton, FL 33431

Joel Josephs (CRD# 2382716) is an Investment Advisor Representative working at Gaines Financial Group in Boca Raton, FL and has over 26 years of experience in the finance industry.

8
Joseph S. Karp
CRD#: 2731692
2875 Pga Boulevard, Suite 100, Palm Beach Gardens, FL 33410

Joseph Karp (CRD# 2731692) is an Investment Advisor Representative working at Gaines Financial Group in Palm Beach Gardens, FL and has over 24 years of experience in the finance industry.

9
Tory A. Klinedinst
CRD#: 5090560
Holly Spring, NC

Tory Klinedinst (CRD# 5090560) is an Investment Advisor Representative working at Gaines Financial Group in Holly Spring, NC and has over 12 years of experience in the finance industry.

10
Jason R. Knight
CRD#: 3098847
116 N. West Street, Suite 220, Raleigh, NC 27603

Jason Knight (CRD# 3098847) is an Investment Advisor Representative working at Gaines Financial Group in Raleigh, NC and has over 22 years of experience in the finance industry. Jason Knight has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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