Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Brian Estell is a financial advisor who has been working in the industry since 1989. Gregory is currently registered with LPL Financial LLC, a large firm with over $50 billion in assets under management. Gregory is a licensed investment advisor representative in Texas and Washington, and holds Series 7, 63 and 65 licenses. Before joining LPL Financial LLC, Gregory worked at WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC. Gregory has a history of experience working with individuals, corporations, high-net-worth clients, charitable organizations, and pension and profit-sharing plans.
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.
1
2
WA
03/24/2022 - Present
LPL Financial LLC (VANCOUVER WA)
WA
01/01/2008 - 04/12/2022
WELLS FARGO CLEARING SERVICES, LLC (VANCOUVER WA)
WA
01/04/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (VANCOUVER WA)
OR
01/17/1990 - 01/06/1994
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
NA
12/19/1989 - 01/10/1990
BLINDER, ROBINSON & CO., INC.
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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