TG
TG

Timothy Gray

18 Years of Experience
Wilmington, NC
Broker

Timothy Gray is a registered investment advisor at Raymond James & Associates, INC., based in Wilmington, NC, 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
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Location

101 Autumn Hall Drive, Suite 220, Wilmington, NC, 28403

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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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2021 - Present · 5 yrs
Raymond James & Associates, INC.
May 2021 - Present · 5 yrs
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - May 2021 · 3 mos
Truist Advisory Services, INC.
February 2021 - May 2021 · 3 mos
Bb&t Securities, LLCBroker
May 2013 - February 2021 · 7 yrs 9 mos
Bb&t Securities, LLC
May 2013 - February 2021 · 7 yrs 9 mos
Bb&t Investment Services, INC.
November 2010 - May 2013 · 2 yrs 6 mos
Bb&t Investment Services, INC.Broker
November 2010 - May 2013 · 2 yrs 6 mos
Wells Fargo Advisors, LLC
December 2009 - November 2010 · 11 mos
Wells Fargo Advisors, LLCBroker
October 2007 - November 2010 · 3 yrs 1 mo
State Registrations25 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Timothy Gray - Financial Advisor | TrueAdvisor