Greg Lindsey Miner

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:

Current Employers

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2025-03-07
MA	RA	APPROVED	2010-04-05

NH RA
APPROVED

Since 2025-03-07
MA RA
APPROVED

Since 2010-04-05

Branch Locations

900 Cummings Center Suite 307 - T, Beverly, MA 01915 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Raymond James Financial Services, Inc.	Beverly	MA	11/2005	Present
Raymond James Financial Services Advisors, Inc	Beverly	MA	03/2010	Present
Cornerstone Financial Partners Llc	Beverly	MA	10/2013	Present

11/2005 → Present

Raymond James Financial Services, Inc.

Beverly, MA
03/2010 → Present

Raymond James Financial Services Advisors, Inc

Beverly, MA
10/2013 → Present

Cornerstone Financial Partners Llc

Beverly, MA

Other Businesses

Cornerstone Financial Partners LLC Address: Beverly, MA Nature of the Business: Support Company/Owner Position/Title: Other Investment Related: No Start Date: 10/17/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor - Prepares financial plans, manages client accounts, & supports other financial advisors

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-03-16
S63	Uniform Securities Agent State Law Examination	2003-07-30

S65 Uniform Investment Adviser Law Examination

2010-03-16
S63 Uniform Securities Agent State Law Examination

2003-07-30

Designations

Certified Financial Planner

View on SEC IAPD