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Gregory Duncan-Peters
43 Years of Experience
Palm Coast, FL
1 DisclosureBroker
Gregory Duncan-Peters is a registered investment advisor at Raymond James & Associates, INC., based in Palm Coast, FL, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Palm Coast, FL
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Regulatory History (1)
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Customer Dispute
September 2021Settled
Other Business Activities
Gregory is a trustee for his son's irrevocable trust, spending minimal time on it. He is also a co-owner of Minotaur, LLC with his spouse, conducting activities from home and dedicating minimal time to it.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2024 - Present · 2 yrs
Raymond James & Associates, INC.
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
December 2015 - May 2024 · 8 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2015 - May 2024 · 8 yrs 5 mos
UBS Financial Services INC.Broker
April 2009 - December 2015 · 6 yrs 8 mos
UBS Financial Services INC.
April 2009 - December 2015 · 6 yrs 8 mos
Citigroup Global Markets INC.
February 2006 - May 2009 · 3 yrs 3 mos
Citigroup Global Markets INC.Broker
February 2006 - May 2009 · 3 yrs 3 mos
Legg Mason Wood Walker INC
October 1998 - February 2006 · 7 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
January 1990 - February 2006 · 16 yrs 1 mo
Johnston, Lemon & CO. IncorporatedBroker
April 1982 - September 1989 · 7 yrs 5 mos
State Registrations23 states
AZCACODCDEFLGAILMAMDMEMIMNMTNCNMNYOHPATXUTVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.