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Grayson Holly
41 Years of Experience
Vero Beach, FL
1 DisclosureBroker
Grayson Holly is a registered investment advisor at Raymond James & Associates, INC., based in Vero Beach, FL, with 41 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
582 Beachland Blvd., Suite 200, Vero Beach, FL, 32963
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2002Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
January 1991 - Present · 35 yrs 6 mos
Raymond James & Associates, INC.Broker
January 1991 - Present · 35 yrs 6 mos
Previous Registrations
Lehman Brothers INC.Broker
February 1988 - November 1990 · 2 yrs 9 mos
E. F. Hutton & Company INCBroker
March 1984 - February 1988 · 3 yrs 11 mos
State Registrations22 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.