Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lebar is an investment advisor representative with Truist Advisory Services, Inc. Gregory Lebar has been in the securities industry for 37 years and has been with Truist Advisory Services, Inc. since 2012. Previously, Gregory Lebar was affiliated with WELLS FARGO ADVISORS, LLC, FIRST UNION BROKERAGE SERVICES, INC., BARNETT INVESTMENTS, INC., and INVEST FINANCIAL CORPORATION. Gregory Lebar has passed exams in Series 63, Series 65, Series 7, Series 9, Series 10, Series 24, Series 53, and the SIE. Gregory Lebar is registered with FINRA and the states of Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Maine, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Vermont, Virginia, Washington, and Wyoming. Gregory Lebar specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses. Gregory Lebar is a board member of Resiliant Retreat, a non-profit organization offering treatment for trauma victims.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
04/06/2018 - Present
Truist Advisory Services, Inc. (SARASOTA FL)
FL
10/01/2000 - 01/05/2012
WELLS FARGO ADVISORS, LLC (SARASOTA FL)
NC
11/05/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
FL
08/17/1993 - 11/03/1997
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
WI
10/22/1986 - 08/17/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 12/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/07/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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