Gregory Lord is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Carmel, IN, with 37 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.
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Location
11611 N Meridian St, Ste 600, Carmel, IN, 46032-7118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
First of America Brokerage Service, INC.Broker
Liberty Securities CorporationBroker
Natcity Investments, INC.Broker
Independent Financial Securities, INC.Broker
National City Investments CorporationBroker
Merchants Securities CompanyBroker
State Registrations20 states
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