Mark Gray Financial LLC is a local retirement planning and investment advisory practice located on James Redman Parkway in Plant City, Florida. Founded by financial advisor Mark Gray, the firm serves retirees, agricultural and small-business owners, and older adults in Plant City and eastern Hillsborough County with customized retirement income roadmaps, IRA and 401(k) management, and legacy estate coordination.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Mark Gray Financial Official Website
Issuer: SEC / FINRA
Notes: Founder Mark Gray (Individual CRD #2429926) has over 30 years of securities and advisory experience in Plant City and Hillsborough County.
Issuer: Securities and Exchange Commission (SEC)
Notes: Investment advisory services are provided through Creative Financial Designs, Inc., an SEC-registered investment adviser (CRD #109032, SEC File #801-60153).
Factual details and direct answers about Mark Gray Financial LLC's services, licensing, and credentials.
How long has Mark Gray served retirees in Plant City?
Founder Mark Gray (Individual CRD #2429926) has been registered in the financial services industry since 1993, serving retirees and families in Plant City and eastern Hillsborough County.
How are advisory services at Mark Gray Financial regulated?
Investment advisory services are provided through Creative Financial Designs, Inc., an SEC-registered investment adviser (CRD #109032, SEC File #801-60153).
Where is Mark Gray Financial located in Plant City?
The office is located at 1808 James Redman Parkway, Suite 203, in Plant City, Florida 33563, convenient to Walden Lake and eastern Hillsborough County.
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