Gregory Thatcher
Gregory Thatcher is a CFA-designated registered investment advisor at Raymond James & Associates, INC., based in Colorado Springs, CO, with 34 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
102 North Cascade Avenue, Suite 600, Colorado Springs, CO, 80903
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2011Customer Dispute
December 2010Customer Dispute
July 2010Other Business Activities
Gregory is the president of The Hester And Edwin Giddings Foundation, a family foundation. He dedicates a few hours per week to investment management and grant allocation.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Raymond James & Associates, INC.
Huntley Thatcher Ellsworth, LTD.
Stifel, Nicolaus & Company, IncorporatedBroker
Piper Jaffray INC.Broker
State Registrations11 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.