Gary Grisham
Gary Grisham is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 44 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
5847 San Felipe Street, Ste 3900, Houston, TX, 77057
Get directionsHistory
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 Activities
Gary is a passive investor in Quaterra Resources, Inc. since 2006. This activity is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Everen Securities, INC.Broker
Lovett Underwood Neuhaus & Webb, INC.Broker
Underwood, Neuhaus & CO., IncorporatedBroker
State Registrations15 states
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.