Gregory Collier, financial advisor Mount Dora FL
76 score

Gregory Collier

CRD Number: 1408843
Current Firm: Raymond James Financial Services Advisors, Inc.

Gregory Collier (CRD# 1408843) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mount Dora, FL and has over 31 years of experience in the finance industry. Gregory Collier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Mt Dora, FL Jan 2009 - Current 7
First National Financial Solutions Mt Dora, FL Apr 2007 - Current 9
Collier Financial Solutions,inc Mount Dora, FL Feb 2006 - Current 10
Insurance-non Variable Mt Dora, FL Aug 2005 - Current 11
Raymond James Financial Services Mt. Dora, FL Apr 2005 - Current 11
First National Bank Of Mount Dora Mount Dora, FL Jul 2015 - Jul 2015 < 1
Lake Sumter County Hospice Mt Dora, FL Aug 2005 - Jun 2013 7
Cornerstone Mt Dora, FL Aug 2005 - Jun 2013 7
Waterman Village Foundation Mt. Dora, FL Dec 2005 - Dec 2012 7
Condo Owner Mount Dora, FL Feb 2006 - Mar 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Jul 1999
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:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Gregory C. Collier
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

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
76

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