Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Gregson is a financial advisor with over 24 years of experience in the industry. Eric is currently registered with LPL Financial LLC in Florida and Texas. Eric has a wide range of experience and is able to offer advice on a variety of financial topics. Prior to joining LPL Financial LLC Eric was with CUNA Brokerage Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lord Abbett Distributor LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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FL
03/19/2014 - Present
LPL Financial LLC (FLEMING ISLAND FL)
FL
06/11/2002 - 03/20/2014
CUNA BROKERAGE SERVICES, INC. (ORANGE PARK FL)
NY
12/21/2000 - 05/29/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
12/24/1996 - 02/16/1999
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
IA
Issued 02/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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