Greg Miner
Greg Miner is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Beverly, MA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
900 Cummings Center, Suite 307 - T, Beverly, MA, 01915
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Greg is a financial advisor at Cornerstone Financial Partners LLC, where he prepares financial plans, manages client accounts, and supports other financial advisors. This takes about half of Greg's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cantella & CO., INC.Broker
Raymond James Financial Services, INC.Broker
State Registrations12 states
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