Gregory Cline Collier

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
TX	RA	APPROVED_RES	2019-08-28
IN	RA	APPROVED	2012-07-27
FL	RA	APPROVED	2009-04-13

TX RA
APPROVED_RES

Since 2019-08-28
IN RA
APPROVED

Since 2012-07-27
FL RA
APPROVED

Since 2009-04-13

Branch Locations

2025 W. Old Us Highway 441, Mount Dora, FL 32757 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Raymond James Financial Services	Mt. Dora	FL	04/2005	Present
Raymond James Financial Services Advisors, Inc	Mt Dora	FL	01/2009	Present

04/2005 → Present

Raymond James Financial Services

Mt. Dora, FL
01/2009 → Present

Raymond James Financial Services Advisors, Inc

Mt Dora, FL

Previous Registrations

1998-04-01 → 2005-03-30

Banc Of America Investment Services, Inc.

Leesburg, FL

Other Businesses

(1)Name of Business: Cactus Lane Properties, LLC Address: 3613 Cactus Lane , Mount Dora, FL, 32757, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Maintain and management services for a rental home. (2)Name of Business: Collier Financial Solutions,INC Address: 2025 W Old US Highway 441, Mount Dora, FL, 32757, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Independent Contractor, Officer - CEO, Officer - President, Officer - Secretary, Officer - Treasurer Investment Related: No Start Date: 05/01/2005 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: President CFS, Inc (3)Name of Business: n/a, but Errands Etc is name of wife's business Address: 3613 Cactus Lane, Mount Dora, FL, 32757, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 10/15/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Spousal Benefits

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-07-28
S63	Uniform Securities Agent State Law Examination	1985-10-18

S65 Uniform Investment Adviser Law Examination

1999-07-28
S63 Uniform Securities Agent State Law Examination

1985-10-18

Designations

Certified Financial Planner

Other Names

Gregory Cline Collier

View on SEC IAPD