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Raymond Gin

Farther

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About Raymond Gin

Raymond Gin is a financial advisor with Farther, a firm headquartered in San Francisco, CA. Raymond has been in the industry since December 2019 and has been with Farther since April 2022. Raymond holds Series 7 and 66 licenses, as well as the Securities Industry Essentials Examination. Previously, Raymond was a financial advisor with Citigroup Global Markets Inc. and FSC Securities Corporation. Raymond's advisory services include financial planning, pension consulting, publication of periodicals, and portfolio management for individuals.

Firm Information

Raymond Gin is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Raymond Gin’s Registration & Firm History

CA

04/18/2022 - Present

Farther (SAN FRANCISCO CA)

CA

12/18/2019 - 04/29/2022

CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE CA)

CA

12/28/2018 - 11/01/2019

FSC SECURITIES CORPORATION (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 08/10/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/03/2019

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond Gin.
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