Gregory James Dugdale

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2001 → Present
  Raymond James Financial Services, Inc.
  Havre, MT
• 01/2002 → Present
  Dugdale Financial Services Group, Inc.
  Havre, MT
• 11/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Havre, MT

Other Businesses

1.DUGDALE FINANCIAL SERVICES GROUP, INC:NOT INVESTMENT RELATED:1/2002-PRESENT:HAVRE, MTSUPPORT COMPANY/DBA (OWNER):0 HRS/MO:0 HRS DURING TRADING:PAY BILLS.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-26
• S63 Uniform Securities Agent State Law Examination
  1989-03-04