Unclaimed
Gregg Lawrence is a financial advisor with Grove Point Investments, LLC. Gregg has been in the financial industry since February 12, 2005. Gregg is registered with the state of Tennessee. Gregg is licensed to sell securities in Tennessee. Gregg has passed the Series 6, Series 63, and SIE exams. Gregg's previous experience includes roles at ONEAMERICA SECURITIES, INC. and CAPITAL ANALYSTS, INCORPORATED.
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.
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.
1
2
TN
10/10/2013 - Present
Grove Point Investments, LLC (Franklin TN)
TN
09/12/2012 - 11/11/2013
ONEAMERICA SECURITIES, INC. (FRANKLIN TN)
TN
07/24/2008 - 06/24/2011
ONEAMERICA SECURITIES, INC. (FRANKLIN TN)
TN
11/13/2006 - 12/31/2007
ONEAMERICA SECURITIES, INC. (BRENTWOOD TN)
OH
05/07/2001 - 11/15/2004
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 05/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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