Unclaimed Profile

Gregory Cleveland Carpenter

FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC·SAINT PETERSBURG, Florida

FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC

11300 4TH STREET NORTH, SAINT PETERSBURG, FL 33716CRD# 2746656Firm CRD# 168390

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Cleveland Carpenter · SAINT PETERSBURG, FL

Registration

CRD #2746656 · FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC

AUM

$136M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC →

Services

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2746656

Firm CRD# 168390

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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