Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Saunders is a financial advisor with over 27 years of experience in the industry. Gregg is currently registered with LPL Financial LLC in Boise, ID. Gregg has previously worked with RAYMOND JAMES FINANCIAL SERVICES, INC., EDWARD JONES, MCDONALD INVESTMENTS INC., KEY INVESTMENTS INC., LINCOLN FINANCIAL ADVISORS CORPORATION, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Gregg has a wide range of experience and specializes in retirement planning, financial planning, portfolio management, and investment advisory services.
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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2
ID
08/03/2020 - Present
LPL Financial LLC (BOISE ID)
ID
07/02/2007 - 04/01/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOISE ID)
ID
04/29/2005 - 07/05/2007
EDWARD JONES (MERIDIAN ID)
OH
05/14/1999 - 05/04/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
07/28/1997 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
IN
10/25/1995 - 08/02/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/25/1995 - 08/02/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 09/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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