CG
CFP
CG
CFP

Calvin Gross

8 Years of Experience
St. Petersburg, FL
Broker

Calvin Gross is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 8 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

200 Central Avenue, Suite 270, St. Petersburg, FL, 33701

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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.
May 2025 - Present · 1 yr
Raymond James & Associates, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
First Trust Advisors LP
November 2022 - April 2025 · 2 yrs 5 mos
First Trust Portfolios L.P.Broker
November 2022 - April 2025 · 2 yrs 5 mos
Carillon Fund Distributors, INC.Broker
June 2018 - November 2022 · 4 yrs 5 mos
Franklin/templeton Distributors, INC.Broker
May 2017 - June 2018 · 1 yr 1 mo
State Registrations9 states
CTFLGAMINCNJNYOHTX
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.