Gregory Branson
Gregory Branson is a registered investment advisor at Raymond James & Associates, INC., based in Waukesha, WI, with 23 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
20800 Swenson Drive, Suite 325, Waukesha, WI, 53186
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Gregory is a member of the Elm Grove Fire Department since 2016, dedicating a few hours per week to this activity. This activity is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
Morgan Stanley Dw INC.Broker
Strong Investments, INC.Broker
State Registrations15 states
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.