EG
EG

Eileen Grady

38 Years of Experience
Devon, PA
Broker

Eileen Grady is a registered investment advisor at Raymond James & Associates, INC., based in Devon, PA, with 38 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

92 Lancaster Avenue, Suite 205, Devon, PA, 19333

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eileen is an independent sales consultant for Avon Products, selling cosmetics since 2016. She dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2021 - Present · 4 yrs 9 mos
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
January 2001 - September 2016 · 15 yrs 8 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
November 1993 - September 1997 · 3 yrs 10 mos
Wheat, First Securities, INC.Broker
May 1990 - November 1993 · 3 yrs 6 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
August 1989 - June 1990 · 10 mos
Wellshire Securities, INC.Broker
February 1989 - August 1989 · 6 mos
Investors Center, INC.Broker
July 1988 - December 1988 · 5 mos
First Investors CorporationBroker
August 1987 - April 1988 · 8 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAIAIDILINKYLAMAMDMEMIMOMTNCNHNJNMNYOHORPARISCTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.