Gregory Box is a registered investment advisor at Raymond James & Associates, INC., based in Hudson, OH, 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
5 E Main St, Hudson, OH, 44236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a partner in Box Brothers Real Estate Holdings, LLC since 2005, and Hudson Real Estate Rentals, LLC since 2014, both rental real estate businesses. He dedicates minimal time to Box Brothers and a few hours per week to Hudson Real Estate Rentals, overseeing property maintenance and financial records.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 states
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