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Gregory C Bogart

Lincoln Financial Distributors, Inc.

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About Gregory C Bogart

Gregory C Bogart is a financial advisor with over 17 years of experience in the industry. Gregory C Bogart is registered with Lincoln Financial Distributors, Inc. and has passed the Series 7, Series 66, Series 24 and Series 26 exams. Gregory C Bogart holds a license in Pennsylvania. Gregory C Bogart was previously employed by Citigroup Global Markets Inc..

Firm Information

Gregory Bogart is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gregory Bogart’s Registration & Firm History

PA

08/30/2006 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

NJ

05/23/2005 - 08/15/2006

CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)

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Licenses & Designations

BOTH

Issued 06/13/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 04/25/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory C Bogart.
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