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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Phillips is a financial advisor currently registered with Grove Point Advisors, LLC. Gregory has over 25 years of experience in the financial services industry. He is a Chartered Financial Consultant and holds Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Gregory has worked with several firms throughout his career, including Lincoln Financial Advisors Corporation and Princor Financial Services Corporation. Gregory specializes in providing financial planning and investment management services for individuals, families, and businesses. He is also a registered representative for Commonwealth Annuity.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
04/01/2021 - Present
Grove Point Advisors, LLC (Irwin PA)
PA
11/11/2004 - 08/16/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (HARRISON CITY PA)
IN
11/11/2004 - 05/24/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
12/17/2003 - 10/28/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
01/01/1996 - 12/03/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 10/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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