Gregory Smith
Gregory Smith is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Park, FL, with 17 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
174 W. Comstock Ave, Suite 104, Winter Park, FL, 32789
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is writing a book to help market his financial advisory business, and his income and expenses flow through Greg Smith LLC. He also owns rental real estate and works with other licensed insurance agents and tax attorneys, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations19 states
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