GV
CFP · ChFC
GV
CFP · ChFC

Gregory Vandergrift

36 Years of Experience
Orlando, FL
Broker

Gregory Vandergrift is a CFP, ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Orlando, FL, with 36 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

301 East Pine Street, Suite 1100, Orlando, FL, 32801

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gregory is a partner and owner of College Park Investments, LLC, managing single-family rental properties with his spouse since 2019. He and his wife are also the sole members and managers of a group of rental properties in Orlando, FL, owned by separate sub LLC's under College Park Investments, LLC, dedicating minimal time to these activities.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2019 - Present · 6 yrs 10 mos
Raymond James & Associates, INC.
July 2019 - Present · 6 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
November 2010 - July 2019 · 8 yrs 8 mos
Ameriprise Financial Services, INC.
November 2010 - July 2019 · 8 yrs 8 mos
Delaney Financial Group
February 2010 - November 2010 · 9 mos
LPL Financial Corporation
July 2007 - November 2010 · 3 yrs 4 mos
LPL Financial CorporationBroker
July 2007 - November 2010 · 3 yrs 4 mos
Ameriprise Financial Services, INC.
August 1989 - July 2007 · 17 yrs 11 mos
Ameriprise Financial Services, INC.Broker
August 1989 - July 2007 · 17 yrs 11 mos
Ids Life Insurance CompanyBroker
August 1989 - July 2006 · 16 yrs 11 mos
State Registrations28 states
ALAZCACOCTFLGAIDILKSLAMAMDMEMOMTNCNJNYOHOKORPASCTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Gregory Vandergrift - Financial Advisor | TrueAdvisor