Gregory Stevens
Gregory Stevens is a registered investment advisor at Raymond James & Associates, INC., based in Ocala, FL, with 28 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
2701 SW 34th Street, Building 100, Ocala, FL, 34474
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a volunteer member of the Finance/Investment Committee for Blessed Trinity Catholic Church, assisting with budgetary oversight. He spends a few hours per week on this activity, which is investment-related but involves no direct investment decisions.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations27 states
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