Gregory Kershner
Gregory Kershner is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Black Mountain, NC, with 16 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
Black Mountain, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory owns a vacation home, Blueberry Grove, and rents it out for short-term rentals. He spends a few hours per week on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Zone Trading Partners, LLCBroker
Protrader Securities CorporationBroker
State Registrations14 states
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