Gregg Timura
Gregg Timura is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Westlake, OH, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
159 Crocker Park Blvd., Suite 390, Westlake, OH, 44145
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Gregg is a board member of the Zoning Board of Appeals for Brunswick Hills Township since 2022. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Amtrust Investment Services, INC.
Amtrust Investment Services, INC.Broker
Locust Street Securities, INC.Broker
State Registrations17 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.