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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 Burton Oquin is an investment advisor representative who has been in the industry since 1979. Gregory is currently registered with LPL Financial LLC and has been registered with the firm since 2019. Previously, Gregory was registered with FSC SECURITIES CORPORATION from 2005 to 2019 and LINCOLN FINANCIAL ADVISORS CORPORATION from 1979 to 2005. Gregory holds Series 1, 6, 7, 63 and 66 licenses. Gregory provides financial planning, consulting and other non-discretionary advisory services, pension consulting, educational seminars, and selection of other advisers. Gregory has 24 active registrations in states including Louisiana, Texas, Colorado, Florida, Georgia, Alabama, and many more.
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
LA
10/01/2019 - Present
LPL Financial LLC (ALEXANDRIA LA)
LA
05/26/2005 - 10/03/2019
FSC SECURITIES CORPORATION (ALEXANDRIA LA)
IN
11/13/1979 - 05/27/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/13/1979 - 05/27/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
08/18/1983 - 05/22/1984
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 07/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1991
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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