Fenton, MO Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,461 advisors across 2,959 offices

Location

1461 Larkin Williams Rd, Ste 203

Fenton MO 63026

Advisors at this office

2

Advisors at this office

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Anthony G

CFP®, Series 63, Series 66

Fenton, MO

Raymond James Financial

Anthony Gorman is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has also held roles at Waddell & Reed Inc and various insurance carriers. Gorman is the CEO of Crimson King Enterprises LLC and works as an independent contractor financial advisor for Beyond Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses a tailored, non-discretionary approach with risk profiling and analytical tools and supports a broad advisor network including municipal and public finance clients.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Josiah G

Series 66

Fenton, MO

Raymond James Financial

Josiah Gorman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. He has worked at Raymond James Financial Services since 2022. Outside of his advisory role, Gorman has also served as an independent contractor financial advisor for Beyond Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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