Gregory Reed
Gregory Reed is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbia, MO, with 29 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
3201 South Providence Road, Suite 102, Columbia, MO, 65203
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2003Other Business Activities
Gregory is the CEO of Daisy Dog, LLC, a support company he established to operate as an independent advisor. He spends minimal time on this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Labrunerie Financial Services, INC.Broker
State Registrations21 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.
Exams
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