Colin Gray, financial advisor Port Orange FL

Colin Gray

CRD Number: 5932444
Current Firm: Cambridge Investment Research Advisors, Inc.
Compensation Model: Both

Colin Gray (CRD# 5932444) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Ormond Beach, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Apr 2018 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Apr 2018 - Current 5
Lpl Financial LLC Port Orange, FL Nov 2017 - Apr 2018 < 1
National Planning Corporation Santa Monica, CA Jul 2011 - Nov 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
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, WY

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Data verified by both the advisor and the public regulatory data.

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