Gregory Ergle, financial advisor Ocala FL
93 score

Gregory Ergle

CRD Number: 1956010
Current Firm: Raymond James Financial Services Advisors, Inc.

Gregory Ergle (CRD# 1956010) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ocala, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Ocala, FL Jan 2010 - Current 6
Ergle Financial Services, Inc. Ocala, FL Jun 2009 - Current 7
Raymond James Financial Services Ocala, FL Jan 2009 - Current 7
High School Football Ocala, FL Mar 2012 - Nov 2012 < 1
Ubs Financial Services Inc. Ocala, FL Aug 1996 - Jan 2009 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
S65 NASAA Investment Advisors Law Examination Jan 1997
Contact Info for Gregory G. Ergle
Phone Number: 727-567-5877
Registered State(s):
  • AL
  • FL
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
93
Clean Record
This advisor has a clean track record with regulators.

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