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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 Brenton Wilson is a financial advisor with LPL Financial LLC. Gregory Brenton Wilson has been in the securities industry since July 2023. Gregory Brenton Wilson is registered to offer securities in 53 states. Gregory Brenton Wilson is also registered to offer investment advice in Texas and South Carolina. Gregory Brenton Wilson has a Series 7, Series 99TO and Series 63 license and has passed the SIE exam. Prior to joining LPL Financial LLC, Gregory Brenton Wilson was employed by VANGUARD MARKETING CORPORATION from July 2023 to August 2024. Gregory Brenton Wilson has experience working as a teacher at various schools in North Carolina and South Carolina.
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
SC
09/10/2024 - Present
LPL Financial LLC (FORT MILL SC)
NC
07/07/2023 - 08/16/2024
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 07/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2024
Series 99TO - Operations Professional Examination
BC
Issued 07/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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