Gregory Collier
Gregory Collier is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mount Dora, FL, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2025 W. Old US Highway 441, Mount Dora, FL, 32757
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2019Customer Dispute
July 2019Criminal
August 1985Other Business Activities
Gregory owns and manages Cactus Lane Properties, LLC, a rental real estate business, dedicating a few hours per week to it. He also lists 'Spousal Benefits' related to his wife's business, Errands Etc, requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Sunamerica Securities, INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Barnett Investments, INC.Broker
Jmc Financial CorporationBroker
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations33 states
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.