Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kemp is a financial advisor at EP Wealth Advisors. Gregory has been in the financial services industry for over 20 years. Gregory is licensed to provide investment advice in California and Utah and is a Personal Financial Specialist. Gregory provides a range of services to individuals and families including financial planning, retirement plan advisory services, tax preparation services, and portfolio management.
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.
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.
Retirement plan advisory services & tax preparation 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.
A percentage of the total value of assets under management is charged.
1
2
CA
06/27/2022 - Present
EP Wealth Advisors (TORRANCE CA)
UT
01/06/2010 - 03/18/2010
BENEFICIAL INVESTMENT SERVICES, INC. (SANTA CLARA UT)
UT
07/20/2007 - 12/31/2009
BENEFICIAL INVESTMENT SERVICES, INC. (ST. GEORGE UT)
UT
10/18/2002 - 08/09/2007
EQUITY SERVICES, INC. (ST. GEORGE UT)
BC
Issued 10/24/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2008
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Gregory Kemp is the right advisor for you? Invested Better is here to help.
