Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Johnson is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with LPL Financial LLC in San Diego, California. Prior to joining LPL Financial LLC, Gregory was with Sterne, Agee & Leach, Inc., Stifel, Nicolaus & Company, Incorporated, Ryan Beck & Co., and Legg Mason Wood Walker, Incorporated. Gregory holds a Series 7, Series 24, Series 52TO, and Series 53 licenses. Gregory is a highly experienced and knowledgeable financial advisor who can help you reach your financial goals.
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
CA
06/16/2015 - Present
LPL Financial LLC (SAN DIEGO CA)
AL
03/31/2014 - 06/02/2015
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
MD
08/24/2011 - 03/05/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
MD
12/06/2005 - 12/12/2006
RYAN BECK & CO. (BALTIMORE MD)
MD
08/06/1998 - 11/02/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 11/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 06/23/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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