Robert Cregor
Robert Cregor is a registered investment advisor at Raymond James & Associates, INC., based in Louisville, KY, with 3 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
4969 Us Hwy 42, Suite 1600, Louisville, KY, 40222
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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 ActivitiesSells Insurance
Robert is a member of the Finance/Investment Committee for the Waterfront Botanical Gardens, responsible for monitoring the organization's financial health, endowment funds, and insurance, dedicating a few hours per week. He is also a committee member for the Bonsai Committee, spending minimal time on high-level planning for Bonsai exhibits.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations34 states
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