GC
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Gary Crenshaw
31 Years of Experience
Durham, NC
2 DisclosuresBroker
Gary Crenshaw is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Durham, NC, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
280 South Mangum Street, Durham, NC, 27701
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Regulatory History (2)
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Customer Dispute
November 2016Denied
Customer Dispute
April 2008Settled
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2018 - Present · 7 yrs 8 mos
Raymond James Financial Services, INC.
August 2018 - Present · 7 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Suntrust Advisory Services, INC.
September 2016 - August 2018 · 1 yr 11 mos
Suntrust Investment Services, INC.Broker
May 2013 - August 2018 · 5 yrs 3 mos
Suntrust Investment Services, INC.
May 2013 - December 2016 · 3 yrs 7 mos
Winthrop Capital Management
April 2011 - May 2013 · 2 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
January 2011 - May 2013 · 2 yrs 4 mos
Family Office Group LLC
December 2010 - April 2011 · 4 mos
Wells Fargo Advisors, LLC
October 2004 - December 2010 · 6 yrs 2 mos
Wells Fargo Advisors, LLCBroker
October 2004 - December 2010 · 6 yrs 2 mos
Banc of America Investment Services, INC.
July 2002 - September 2004 · 2 yrs 2 mos
Banc of America Investment Services, INC.Broker
January 1998 - September 2004 · 6 yrs 8 mos
NationssecuritiesBroker
February 1997 - January 1998 · 11 mos
Wheat, First Securities, INC.Broker
September 1994 - March 1997 · 2 yrs 6 mos
State Registrations9 states
CAFLGAILINNCNYSCVA
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.