GB
GB

Gregory Bell

48 Years of Experience
Tampa, FL
Broker

Gregory Bell is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 48 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
Loading...

Location

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.

Learn about disclosures →
Other Business Activities

Gregory owns rental real estate property since 2014, with limited responsibilities. He spends minimal time on this activity, as his wife handles the rentals and administrative duties.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2021 - Present · 4 yrs 6 mos
Raymond James & Associates, INC.
October 2021 - Present · 4 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Morgan Stanley
January 2011 - November 2021 · 10 yrs 10 mos
Morgan StanleyBroker
November 2010 - November 2021 · 11 yrs
Raymond James Financial Services Advisors, INC
May 2009 - November 2010 · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
March 2001 - November 2010 · 9 yrs 8 mos
Raymond James Financial Services
March 2001 - October 2009 · 8 yrs 7 mos
Raymond James & Associates, INC.Broker
March 1996 - March 2001 · 5 yrs
Chase Manhattan Investment Services, INC.Broker
September 1992 - March 1996 · 3 yrs 6 mos
Painewebber IncorporatedBroker
February 1987 - September 1992 · 5 yrs 7 mos
Prudential-Bache Securities INC.Broker
October 1983 - February 1987 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - November 1983 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
October 1977 - September 1978 · 11 mos
State Registrations17 states
AKALCAFLGAINKYMINCNVNYOHORPARITXVA
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.