Gregory Gray

from Portfolio Medics, LLC
SEC regulated
Regulated Investment Advisor
Gregory Gray is a financial advisor based in Florida, Bonita Springs, with 32 years of experience. Gregory currently works for Portfolio Medics, LLC. Gregory maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Gregory Gray works at Portfolio Medics, LLC
Portfolio Medics, LLC is a financial advisory firm based in Bonita Springs, Florida. It currently has approximately $373,990,415 of assets under management and employs about 75 people. Portfolio Medics, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
27499 Riverview Center Blvd, Suite 406, Bonita Springs, Florida, 34134

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