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Vincent Gregory

1 Year of Experience
Collinsville, OK
Broker

Vincent Gregory is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Collinsville, OK, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1107 W Main St, Collinsville, OK, 74021

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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

Vincent works as a financial advisor for CastleRock Financial Advisors, dedicating about 10-20% of his time and the majority of his trading hours to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2024 - Present · 2 yrs 1 mo
Raymond James Financial Services, INC.Broker
May 2024 - Present · 2 yrs 2 mos
State Registrations10 states
AKCOIAINKSMONCOKTXVA
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.
Vincent Gregory - Financial Advisor | TrueAdvisor