Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Allen Large is a financial advisor with over 20 years of experience in the industry. Gregory has held positions at several firms including Ohio National Equities, Inc., Cetera Advisor Networks LLC, NBC Securities, Inc., Guardian Investor Services LLC and Nationwide Investment Services Corporation. Gregory Allen Large is currently registered with LPL Financial LLC. Gregory holds the Series 7, Series 31 and Series 66 licenses and the SIE exam. Gregory Allen Large is currently registered in 14 states. Gregory is also registered with the state of Texas as an Investment Advisor Representative (IAR).
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
01/20/2023 - Present
LPL Financial LLC (NEWARK OH)
OH
01/03/2018 - 01/25/2023
CETERA ADVISOR NETWORKS LLC (NEWARK OH)
OH
06/01/2016 - 01/02/2018
NBC SECURITIES, INC. (GRANVILLE OH)
OH
07/20/2006 - 06/02/2016
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
NY
04/01/2003 - 07/11/2006
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
OH
10/11/2000 - 04/04/2003
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NY
03/03/1999 - 11/29/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 03/11/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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