George Derek Tangeman
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jun 2021 to now
- Raymond James Financial Services, Inc.Apr 2021 to now
- Concurrent Advisors, LLCApr 2021 to Dec 2022
- Andco Consulting, LLCJul 2017 to Mar 2021
- Raymond James Financial Services Advisors Inc.May 2014 to Jul 2017
- Raymond James Financial Services, IncMar 2014 to Jul 2017
- Winter Park Wealth GroupMar 2014 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2651866
- Firm CRD
- 149018