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Gregory Trulock

32 Years of Experience
Little Rock, AR
Broker

Gregory Trulock is a registered investment advisor at Raymond James & Associates, INC., based in Little Rock, AR, with 32 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

Little Rock, AR

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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

Gregory is a partner in Trulock Brothers Farm since 1985, working with the farm, farmer, and farm manager to decide how to handle proceeds and expenses. He dedicates minimal time to this business.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.
April 2009 - February 2013 · 3 yrs 10 mos
Morgan Keegan & Company, INC.Broker
April 2001 - February 2013 · 11 yrs 10 mos
Regions Investment Company, INC.Broker
September 1998 - April 2001 · 2 yrs 7 mos
First Commercial Investments, INC.Broker
April 1993 - October 1998 · 5 yrs 6 mos
State Registrations17 states
ARAZCADCDEFLINMAMDMIMSNCNYOHOKTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.