Gregory Renner
Gregory Renner is a registered investment advisor at Raymond James & Associates, INC., based in Carmel, IN, with 21 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
11611 N Meridian St, Ste 600, Carmel, IN, 46032-7118
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Regulatory History (1)
Customer Dispute
July 2014Other Business Activities
Gregory is a board member of the Indiana Motor Truck Association, dedicating a few hours per week to updates and meetings, and will serve on the finance committee. He is also a committee member at Woodland Country Club, spending minimal time on budgeting and operations review.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations17 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.