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Gregory Fairfield

18 Years of Experience
Ketchum, ID
Broker

Gregory Fairfield is a registered investment advisor at Raymond James & Associates, INC., based in Ketchum, ID, 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

580 4th St, Suite 210, Ketchum, ID, 83340

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gregory works as a golf coach for a private high school since 2011, dedicating a few hours per week to this part-time activity. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2021 - Present · 5 yrs
Raymond James & Associates, INC.Broker
September 2021 - Present · 5 yrs
Previous Registrations
UBS Financial Services INC.
January 2008 - October 2021 · 13 yrs 9 mos
UBS Financial Services INC.Broker
January 2008 - October 2021 · 13 yrs 9 mos
State Registrations14 states
AZCACOCTDEFLIDMIMTNMSCTNTXUT
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.