GP
GP

Gregory Perrone

26 Years of Experience
Hernando, FL
2 DisclosuresBroker

Gregory Perrone is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hernando, FL, with 26 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

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

The Shoppes of Citrus Hills, 2657 N. Forest Redge Blvd, Hernando, FL, 34442

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2017
Settled
Customer Dispute
August 2010
Settled
Other Business Activities

Gregory is an independent contractor and owner of Gabrielle Financial since 2003. He dedicates minimal time to this support company.

Employment History
Current Registrations
Raymond James Financial Services, INC.
November 1999 - Present · 26 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 1999 - Present · 26 yrs 6 mos
Previous Registrations
Raymond James Financial Services
November 2004 - October 2009 · 4 yrs 11 mos
State Registrations22 states
ARCACOCTDEFLGAILINKYMAMEMINCNJNYPASCTNTXVAWY
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.