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 Nixon is a financial advisor with Raymond James & Associates, Inc. Gregory has been working in the financial industry for over 20 years. Gregory has offices in Evansville, Indiana and Owensboro, Kentucky. Gregory is registered as a broker-dealer and an investment advisor representative in Indiana and Kentucky. Gregory offers a variety of services to clients, including financial planning, portfolio management, pension consulting, and educational seminars. Gregory also has experience working with a variety of client types, including individuals, families, businesses, and institutions.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IN
03/24/2014 - Present
Raymond James & Associates, Inc. (EVANSVILLE IN)
KY
08/04/2006 - 12/08/2008
NATCITY INVESTMENTS, INC. (OWENSBORO KY)
IN
06/03/2003 - 08/02/2006
EDWARD JONES (EVANSVILLE IN)
IA
Issued 03/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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