Calvin Gross
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$501BFirm assets
Are you Calvin Gross? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James & Associates, Inc.May 2025 to now
- First Trust Advisors L.P.Oct 2022 to May 2025
- First Trust Portfolios L.P.Oct 2022 to May 2025
- Carillon Fund Distributors, Inc.Jun 2018 to Oct 2022
- Franklin Templeton Distributors, Inc.Mar 2017 to Jun 2018
- Franklin Templeton Investor Services LLCAug 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6692319
- Firm CRD
- 705