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Advisors
7yrs

Ian Tasker

Financial advisor at Raymond James (usa)

Ian Tasker has worked in the financial industry for 7 years and is a fiduciary financial advisor. Ian joined Raymond James (usa) in 2020, a firm offering financial planning, investment management, and selecting outside investment managers. Raymond James (usa) reports being paid through a percentage of assets.

Vancouver, null V6C 3Fiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience7 years (since 2020)
How that compares ?More experience than 56% of advisors at Raymond James (usa)
Office925 West Georgia St Suite 2100-A, Vancouver, null V6C 3
How the firm is paid ?Percent of assets
Typical client at the firm ?$398,183
Advisors at the firm122
States licensed ?1 state

Services through Raymond James (usa)

Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publications

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now

Contact Ian

(877) 570-7558Raymond James (usa) main office 925 West Georgia St Suite 2100-A
Vancouver, null V6C 3Office · Get directions

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Questions to ask Ian

Tailored to Ian’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Ian

How do I contact Ian?

Call Raymond James (usa) at (877) 570-7558 and ask for Ian Tasker. Ian works from the Vancouver, null office.

How long has Ian been a financial advisor?

Ian has been in the industry since 2020, about 7 years. More experience than 56% of advisors at Raymond James (usa).

What licenses does Ian hold?

Series 65. Tap any license on this page to see what it allows.

Is Ian a fiduciary?

Ian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ian paid?

Raymond James (usa) reports being paid by a percentage of the assets they manage. Ask Ian for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.