Timothy Calhoun Gray

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 05/2013 → 05/2021
  Bb&T Securities
  Wilmington, NC
• 02/2021 → 05/2021
  Truist Investment Services, Inc.
  Wilmington, NC
• 02/2021 → 05/2021
  Truist Advisory Services, Inc.
  Atlanta, GA
• 05/2021 → Present
  Raymond James & Associates Inc.
  Wilmington, NC

Previous Registrations

• 2021-02-17 → 2021-05-20
  Truist Advisory Services, Inc.
  Atlanta, GA
• 2013-05-01 → 2021-02-17
  Bb&T Securities, Llc
  Wilmington, NC
  Richmond, VA
• 2010-11-15 → 2013-05-01
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Fayetteville, NC
  Fayetteville, NC
• 2009-12-24 → 2010-11-09
  Wells Fargo Clearing Services, Llc
  Fayetteville, NC
  Raleigh, NC
  Fayetteville, NC
  Fayetteville, NC
  Raleigh, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-23
• S63 Uniform Securities Agent State Law Examination
  2007-10-26

Other Names

• Timothy Gray
• Timothy Calhoun Gray
• Timothy Gray