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Philip Greer

Raymond James & Associates, INC.
27 Years of Experience
Ponte Vedra Beach, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Philip Greer is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, FL, with 27 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.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
View Full SEC Brochure

Location

814 A1A North, SUITES 100 and 303, Ponte Vedra Beach, FL, 32082

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History

Regulatory History (1)
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
October 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Philip is a board member for HERO, a health education organization, dedicating minimal time. He is also a trustee for his uncle's irrevocable life insurance policy, requiring minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2016 - Present · 9 yrs 5 mos
Raymond James & Associates, INC.Broker
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Wells Fargo AdvisorsBroker
July 2003 - December 2016 · 13 yrs 5 mos
Wells Fargo Advisors
July 2003 - December 2016 · 13 yrs 5 mos
Prudential Securities Incorporated
January 2002 - July 2003 · 1 yr 6 mos
Prudential Securities IncorporatedBroker
January 2002 - July 2003 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1999 - January 2002 · 2 yrs 5 mos
Fortis Investors, INC.Broker
November 1998 - April 1999 · 5 mos
State Registrations27 states
ALAZCACODCDEFLGAINKYMDMIMOMSNCNHNMOHOKORPASCTNTXUTVAWA
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.
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