Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Lebold is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Greg has been in the financial services industry since December 23, 1985. Greg holds the Series 7, Series 63 and SIE licenses and is registered in Missouri and Texas. Greg is also registered as an investment advisor representative in Missouri and Texas. Greg has a long history of working with clients in the financial services industry, having previously been registered with MML Investors Services, Inc., Planned Investments Inc., and W. S. Griffith & Co., Inc.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MO
01/10/2024 - Present
Cambridge Investment Research Advisors, Inc. (GLADSTONE MO)
MA
01/29/1987 - 07/20/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
05/06/1986 - 01/14/1987
PLANNED INVESTMENTS INC.
NA
10/23/1985 - 03/18/1986
W. S. GRIFFITH & CO., INC.
BC
Issued 10/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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