Raymond
Gregoire

Kms Financial Services, Inc

CRD#1291092
Investment Advisor
in Portland, OR
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About this Advisor

Raymond Gregoire is an advisor who is based out of Portland, Oregon. Currently a registered advisor with Kms Financial Services, Inc, they have accumulated a notable 34 years of practice in the financial advisory industry. Gregoire holds a Series 63 license, qualifying the advisor as a securities agent. Gregoire is able to work with investors based out of Arizona, Connecticut, Massachusetts, Nevada, Oregon, Utah, Washington and California. Gregoire has gained experience at Standard Ins Co, Mutual Service Corporation and Kms Financial Services, Inc. Kms Financial Services, Inc is headquartered in Portland, Oregon, and has 371 brick-and-mortar locations throughout the country. As an advisor firm, Kms Financial Services, Inc manages $7 billion in assets across 26,740 client accounts and employs more than 368 people. The firm's total assets under management makes it one of the largest firms in the United States. The firm manages 20,467 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 20% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Kms Financial Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

34 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

7140 Sw Fir Loop #230
Portland, OR 97223

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Kms Financial Services, Inc Brokerage Details

Total Assets Under Management

$6,400,114,753

OR Average: $3,566,627,242
Total Number of Employees

419

OR Average: 46
Total Number of Accounts

29,380

OR Average: 1,499
Average Account Size

$217,839

OR Average: $2,379,338

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops

Raymond Gregoire Work History

Raymond has 34 years of experience.

2009 - Present (10 years)

Kms Financial Services, Inc

1998 - 2009 (11 years)

Mutual Service Corporation

1984 - Present (35 years)

Standard Ins Co

Disclosures

Raymond Gregoire has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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