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Gregory Ordmandy

6 Years of Experience
Port Charlotte, FL
Broker

Gregory Ordmandy is a registered investment advisor at Raymond James & Associates, INC., based in Port Charlotte, FL, with 6 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

18401 Murdock Circle, Suite B, Port Charlotte, FL, 33948

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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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Other Business Activities

Gregory owns and manages rental real estate property since 2010. This activity takes a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2020 - Present · 6 yrs 2 mos
Raymond James & Associates, INC.Broker
January 2020 - Present · 6 yrs 4 mos
State Registrations40 states
AKALARAZCACOCTDEFLGAIAILINKSKYLAMAMDMEMIMNMOMSNCNHNJNVNYOHPARISCTNTXUTVAVTWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Gregory Ordmandy - Financial Advisor | TrueAdvisor