Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Somerville is a financial advisor who has been in the industry since 1985. He currently works for Independent Financial Partners and has been with them since August 2024. Gregg specializes in providing investment advice to individuals, businesses, charitable organizations, and pension plans. He is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). He is committed to helping his clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
09/05/2024 - Present
Independent Financial Partners (TAMPA FL)
DE
04/24/2013 - 08/27/2024
REALTA EQUITIES, INC. (HOCKESSIN DE)
DE
03/13/2009 - 05/08/2013
RBC CAPITAL MARKETS, LLC (WILMINGTON DE)
DE
03/01/1997 - 03/13/2009
FERRIS, BAKER WATTS, LLC (WILMINGTON DE)
NA
08/05/1994 - 03/07/1997
ALEX. BROWN & SONS INCORPORATED
NY
09/03/1991 - 08/09/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/23/1989 - 09/11/1991
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
01/28/1988 - 11/01/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/15/1988 - 03/16/1988
SHEARSON LEHMAN HUTTON INC.
NA
08/20/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 10/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/30/1985
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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