Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Carr is a financial advisor with Cambridge Investment Research Advisors, Inc. Gregory has been working in the financial industry since 2001 and is licensed to provide financial advice in 18 states. Gregory is also a registered representative and investment advisor representative for the firm. Gregory's areas of specialization include financial planning, portfolio management for individuals and businesses, and pension consulting. Gregory is committed to providing his clients with personalized financial advice and services to help them 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.
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
KS
07/17/2013 - Present
Cambridge Investment Research Advisors, Inc. (Wichita KS)
KS
10/16/2009 - 07/24/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WICHITA KS)
KS
01/01/2008 - 10/16/2009
WELLS FARGO ADVISORS, LLC (WICHITA KS)
KS
08/09/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WICHITA KS)
BOTH
Issued 09/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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