Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Bryan Drew is an investment advisor representative at Independent Financial Partners. Gregory has been in the financial services industry since 1999 and is registered with the state of Texas. Gregory provides financial planning and investment advice to individuals and families. Gregory's prior experience includes working for LPL FINANCIAL LLC and SUNSET FINANCIAL SERVICES, INC.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
TX
01/13/2012 - Present
Independent Financial Partners (San Antonio TX)
TX
03/29/2011 - 05/23/2019
LPL FINANCIAL LLC (SHAVANO PARK TX)
TX
01/12/2006 - 03/22/2011
SUNSET FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
NA
06/23/1987 - 12/31/1990
USAA INVESTMENT MANAGEMENT COMPANY
NA
01/25/1984 - 08/08/1986
DEAN WITTER REYNOLDS INC.
IA
Issued 02/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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