Raymond
Gin

Farther

CRD#6719627
Investment Advisor
in San Francisco, CA

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About this Advisor

Raymond Gin is a financial advisor based in San Francisco, California who has 1 year of relevant experience. Gin is an advisor for Farther. During their career, the advisor has held roles at The Retirement Group, LLC, Louis Vitton Corporate, Electric State Of Mind, Chabot College, Fsc Securities Corp, Citi and Farther Finance Advisors, LLC. Gin maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Farther is a firm that has its headquarters in San Francisco, CA. It has offices in 41 locations and a total of 78 people on staff. It oversees $676 million in assets under management between its 3,603 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 3,603 accounts, just 13% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Farther has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. A financial advisor's fee schedules depend on which services the firm provides the client. However, fees charged by Farther typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

575 Market Street Suite 400
San Francisco, CA 94105

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Farther Brokerage Details

Total Assets Under Management

$675,735,981

CA Average: $7,578,581,321
Total Number of Employees

78

CA Average: 43
Total Number of Accounts

3,603

CA Average: 3,727
Average Account Size

$187,548

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Raymond Gin Work History

Raymond has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Farther Finance Advisors, LLC

2019 - 2022 (3 years)

Citi

2018 - 2019 (1 year)

Fsc Securities Corp

2016 - 2019 (3 years)

The Retirement Group, LLC

2015 - 2016 (1 year)

Louis Vitton Corporate

2012 - 2015 (3 years)

Electric State Of Mind

2007 - 2015 (8 years)

Chabot College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Raymond Gin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Farther

Matthew Giller
Wilton, CT
Jonathan Fauver
Reno, NV
John Paolini
San Francisco, CA
Christian Pierce
Brooklyn, NY
Eric Passin
East Hanover, NJ
Daniel Gilham
Atlantic Beach, FL
Michael Sylvester
San Francisco, CA
Daniel Carlson
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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