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Gregory Cleveland Carpenter

FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC·SAINT PETERSBURG, Florida
Unclaimed Profile
11300 4TH STREET NORTH, SAINT PETERSBURG, FL 33716CRD# 2746656Firm CRD# 168390
01

About

Gregory Cleveland Carpenter is a registered financial advisor based in SAINT PETERSBURG, Florida, affiliated with FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC
FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC
AUM
$136M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC →
Services
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2746656
Firm CRD# 168390
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory Cleveland Carpenter offer?
Gregory Cleveland Carpenter specializes in Fee-Only Advisory. Contact their office in SAINT PETERSBURG, Florida for a consultation.
What are Gregory Cleveland Carpenter's credentials?
Gregory Cleveland Carpenter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Cleveland Carpenter located?
Gregory Cleveland Carpenter is based in SAINT PETERSBURG, Florida, working with FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC. Their office serves clients in the SAINT PETERSBURG metropolitan area and surrounding communities.
How does Gregory Cleveland Carpenter charge for services?
Gregory Cleveland Carpenter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC?
FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC has approximately 2 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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