Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Ashton is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Gregory has been in the financial industry since 2002, serving clients with their financial planning and investment needs. With over two decades of experience, Gregory is committed to providing personalized financial guidance and helping clients reach their financial goals. Gregory is also a registered representative with FINRA and is licensed in several states. In addition to his role at Cambridge, Gregory owns and operates Modern Wealth Management, which provides independent insurance services. Gregory is a dedicated professional who is passionate about helping individuals achieve their 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.
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.
Solicitation fees from 3rd party money managers
1
2
OK
01/22/2018 - Present
Cambridge Investment Research Advisors, Inc. (Oklahoma City OK)
OK
06/27/2016 - 10/02/2017
WILBANKS SECURITIES, INC. (OKLAHOMA CITY OK)
OK
11/13/2015 - 05/27/2016
ROYAL ALLIANCE ASSOCIATES, INC. (Oklahoma City OK)
OK
03/25/2010 - 11/17/2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
OK
06/18/2007 - 03/23/2010
NEXT FINANCIAL GROUP, INC. (EDMOND OK)
OK
02/10/2005 - 06/15/2007
WILBANKS SECURITIES, INC. (OKLAHOMA CITY OK)
KS
01/21/2002 - 01/12/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 03/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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