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Deborah Gregory
15 Years of Experience
Puyallup, WA
1 DisclosureBroker
Deborah Gregory is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Puyallup, WA, with 15 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
2913 5th Avenue NE, Suite 101, Puyallup, WA, 98372
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2014Denied
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2025 - Present · 1 yr 4 mos
Raymond James Financial Services, INC.Broker
March 2025 - Present · 1 yr 4 mos
Previous Registrations
Edward Jones
May 2010 - March 2025 · 14 yrs 10 mos
Edward JonesBroker
May 2010 - March 2025 · 14 yrs 10 mos
State Registrations12 states
AKAZCACOFLIDILMNNVOKORWA
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.