Gregory Ergle (CRD# 1956010) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ocala, FL and has over 34 years of experience in the finance industry.
CRD# 2882852
Pnc Investments
CRD# 6436659
J.p. Morgan Securities LLC
CRD# 5926598
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Ocala, FL | Jan 2010 - Current | 14 |
| Ergle Financial Services, Inc. | Ocala, FL | Jun 2009 - Current | 14 |
| Ergle Financial Services | Ocala, FL | Jun 2009 - Current | 14 |
| Raymond James Financial Services | Ocala, FL | Jan 2009 - Current | 15 |
| Ergle Furlong Financial Advisors | Ocala, FL | Apr 2020 - Dec 2022 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1989 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
- AL
- FL
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, WY
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