Gregory Perrone, financial advisor Hernando FL
90 score

Gregory Perrone

CRD Number: 3085935
Current Firm: Raymond James Financial Services Advisors, Inc.
Compensation Model: Both
Gregory Perrone (CRD# 3085935) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hernando, FL and has over 17 years of experience in the finance industry.
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Company Name Location Dates Years
Rental Real Estate Lacanto, FL Feb 2013 - Current 3
Raymond James Financial Services Advisors, Inc. Hernando, FL May 2009 - Current 7
Gabrielle Financial Hernando, FL Feb 2003 - Current 13
Raymond James Financial Services, Inc. Hernando, FL Jan 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S7 General Securities Representative Examination (GS) Aug 2000
S9 General Securities Sales Supervisor Examination Feb 2004
S10 General Securities Sales Supervisor Examination Apr 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gregory Perrone
Phone Number: (352) 527-3700
Registered State(s):
  • FL
  • AZ
  • DE
  • IL
  • LA
  • MA
  • NJ
  • OH
  • SC
  • CA
  • IN
  • ME
  • MI
  • NY
  • OK
  • TN
  • CT
  • GA
  • KY
  • MD
  • NH
  • NC
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Verified Page
Data verified by both the advisor and the public regulatory data.

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