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Greg A Dangar

Latitude Advisors, LLC

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About Greg A Dangar

Greg Dangar is a financial professional with over 20 years of experience in the industry. Greg has worked for a variety of firms, including American General Securities Incorporated, AIG Financial Advisors, Inc., and Medallions Investment Services, Inc., before joining Latitude Advisors, LLC in 2010. Greg is registered with FINRA as a registered representative and holds Series 6, 63, and 65 licenses. Greg is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Greg specializes in providing financial advice to individuals, families, and businesses. Greg has a deep understanding of the financial markets and a proven track record of success. Greg is a trusted advisor who is committed to providing his clients with the best possible service.

Firm Information

Greg Dangar is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Greg Dangar’s Registration & Firm History

FL

09/15/2015 - Present

Latitude Advisors, LLC (VERO BEACH FL)

GA

01/05/2009 - 12/31/2009

MEDALLION INVESTMENT SERVICES, INC. (WOODSTOCK GA)

GA

10/31/2008 - 12/31/2008

AIG FINANCIAL ADVISORS, INC. (WOODSTOCK GA)

GA

01/30/2003 - 10/31/2008

AMERICAN GENERAL SECURITIES INCORPORATED (WOODSTOCK GA)

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Licenses & Designations

IA

Issued 08/07/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/07/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Greg A Dangar.
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