Greggory HarrisCRD Number: 5365439
Current Firm: Raymond James & Associates, Inc.
Greggory Harris (CRD# 5365439) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in New Orleans, LA and has over 9 years of experience in the finance industry.
Fpl Capital Management, LLC
Upperline Financial Planning, LLC
Deane Retirement Strategies, Inc.
|Raymond James & Associates, Inc.||New Orleans, LA||Feb 2013 - Current||5|
|Morgan Keegan & Company, Inc.||New Orleans, LA||Jan 2008 - Feb 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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