GT
GT

Gregory Teschke

18 Years of Experience
St. Petersburg, FL
1 DisclosureBroker

Gregory Teschke is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 18 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

880 Carillon Parkway, St. Petersburg, FL, 33716

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2023
Final
Employment History
Current Registrations
Raymond James & Associates, INC.
November 2022 - Present · 3 yrs 8 mos
Raymond James & Associates, INC.
November 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services, INC.
November 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services Advisors, INC
November 2022 - Present · 3 yrs 8 mos
Raymond James & Associates, INC.Broker
November 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
Equitable Advisors, LLCBroker
May 2020 - March 2022 · 1 yr 10 mos
Equitable Advisors, LLC
May 2020 - March 2022 · 1 yr 10 mos
LPL Financial LLC
August 2011 - February 2020 · 8 yrs 6 mos
LPL Financial LLCBroker
August 2011 - February 2020 · 8 yrs 6 mos
Fifth Third Securities, INC.
July 2010 - August 2011 · 1 yr 1 mo
Fifth Third Securities, INC.Broker
July 2010 - August 2011 · 1 yr 1 mo
Chase Investment Services CORP.
September 2008 - July 2010 · 1 yr 10 mos
Chase Investment Services CORP.Broker
September 2008 - July 2010 · 1 yr 10 mos
Edward Jones
February 2007 - August 2008 · 1 yr 6 mos
Edward JonesBroker
April 2006 - August 2008 · 2 yrs 4 mos
State Registrations1 state
IL
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.
Gregory Teschke - Financial Advisor | TrueAdvisor