Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Alan Gentry is a financial advisor with LPL Financial LLC, a firm with offices in Marietta, OH. Gregory Alan Gentry has over 30 years of experience in the financial services industry, and has been with LPL Financial LLC since September 2022. Gregory Alan Gentry is registered with 13 states to provide brokerage services, and is licensed by the Series 6, Series 26, and Series 63. Gregory Alan Gentry previously held positions at firms including Woodbury Financial Services, Inc., Madison Avenue Securities, LLC, and Trustmont Financial Group, Inc.. Gregory Alan Gentry is registered as a broker with FINRA and is subject to FINRA's rules and regulations.
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
OH
09/09/2022 - Present
LPL Financial LLC (MARIETTA OH)
OH
03/01/2019 - 09/14/2022
WOODBURY FINANCIAL SERVICES, INC. (MARIETTA OH)
OH
08/15/2018 - 03/01/2019
QUESTAR CAPITAL CORPORATION (MARIETTA OH)
OH
09/29/2016 - 08/28/2018
MADISON AVENUE SECURITIES, LLC (Marietta OH)
OH
01/08/2015 - 02/09/2016
TRUSTMONT FINANCIAL GROUP, INC. (Marietta OH)
CA
01/10/2012 - 10/16/2014
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
OH
04/05/2010 - 11/25/2011
AMERITAS INVESTMENT CORP. (MARIETTA OH)
OH
05/22/2007 - 04/07/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (MARIETTA OH)
OH
05/16/2005 - 05/29/2007
WATERSTONE FINANCIAL GROUP, INC. (MARIETTA OH)
TX
01/03/2005 - 05/17/2005
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
TX
08/05/2004 - 12/31/2004
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
PA
05/22/1991 - 08/04/2004
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
GA
08/02/1984 - 04/09/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 06/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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