LPL Financial
43yrs
Top advisor by experience in Palm Harbor
42yrs
Gerald Weeks
Full name on record: Gerald Malcolm Weeks
Financial advisor at Raymond James Financial Services Advisors
Gerald Weeks is a fiduciary financial advisor in Palm Harbor, Florida, with 42 years in the industry. Gerald joined Raymond James Financial Services Advisors in 2010, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 140 advisors with offices in Palm Harbor, and one of 130 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in Florida
Office50 Lakeview Ct., Palm Harbor, FL 34683
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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.
Career
- 2010 – nowRaymond James Financial Services Advisors, Inc.Current firm
Contact Gerald
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for Gerald. 50 Lakeview Ct.Palm Harbor, FL 34683Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Gerald
Tailored to Gerald’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gerald
How do I contact Gerald?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Gerald Weeks. Gerald works from the Palm Harbor, FL office.
How long has Gerald been a financial advisor?
Gerald has been in the industry since 1984, about 42 years. Top 2% by experience in Florida.
What licenses does Gerald hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Gerald a fiduciary?
Gerald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gerald paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Gerald 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.
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