Gregory Daniels is a CFP-designated registered investment advisor, based in Wake Forest, NC, with 8 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold.
Location
822 S White St Ste 101 NC, USA,, Wake Forest, NC, 27587
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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.
Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2025 - Present · 1 yr
Raymond James Financial Services, INC.Broker
October 2025 - Present · 1 yr
Previous Registrations
Edward Jones
April 2018 - October 2025 · 7 yrs 6 mos
Edward JonesBroker
March 2018 - October 2025 · 7 yrs 7 mos
State Registrations8 states
FLGAMINCOHORTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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