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Greg Miner

Raymond James Financial Services Advisors, INC
22 Years of Experience
Beverly, MA
Broker
View SEC Summary
View SEC Summary

Greg Miner is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Beverly, MA, with 22 years of industry experience. Greg is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

900 Cummings Center, Suite 307 - T, Beverly, MA, 01915

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

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
April 2010 - Present · 16 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2005 - Present · 20 yrs 11 mos
Previous Registrations
Cantella & CO., INC.Broker
June 2005 - July 2005 · 1 mo
Raymond James Financial Services, INC.Broker
July 2003 - July 2004 · 1 yr
State Registrations13 states
CACTFLMAMEMTNCNHNYOHRISCVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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