GG
CFP
GG
CFP

Glyn Griffis

25 Years of Experience
Winter Garden, FL
Broker

Glyn Griffis is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Garden, FL, with 25 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
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Location

112 S Main Street, Winter Garden, FL, 34787

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Glyn owns a support company, Glyn Griffis, PA, since 2011, dedicating nearly full-time hours to it. Glyn is also the Branch Manager of 8DS and spends minimal time playing in poker tournaments.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
April 2006 - Present · 20 yrs 3 mos
Previous Registrations
Raymond James Financial Services
May 2006 - October 2009 · 3 yrs 5 mos
Raymond James & Associates, INC.
December 2000 - May 2006 · 5 yrs 5 mos
Raymond James & Associates, INC.Broker
December 2000 - May 2006 · 5 yrs 5 mos
AXA Advisors, LLCBroker
April 2000 - August 2000 · 4 mos
State Registrations10 states
ALCAFLGAILNCNDNJNVVA
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.