Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Carl Barson is a financial advisor with over 15 years of experience in the industry. Gregory is currently registered with IPI Wealth Management, Inc. Gregory's previous experience includes working with Crown Capital Securities, L.P., Newport Coast Securities, Inc., Newbridge Securities Corporation, Regal Securities, Inc., and Brookstreet Securities Corporation. Gregory is also a licensed insurance agent and owner of Barson Insurance & Financial Services. He is committed to providing his clients with personalized financial planning and investment management services. Gregory specializes in financial planning for individuals, families, businesses, and retirement planning. Gregory is also skilled in working with insurance companies, 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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
09/17/2020 - Present
IPI Wealth Management, Inc. (DECATUR IL)
NV
09/21/2016 - 09/01/2020
CROWN CAPITAL SECURITIES, L.P. (LAS VEGAS NV)
NV
03/05/2010 - 09/01/2016
NEWPORT COAST SECURITIES, INC. (LAS VEGAS NV)
UT
07/01/2008 - 02/22/2010
NEWBRIDGE SECURITIES CORPORATION (SANDY UT)
UT
07/05/2007 - 08/04/2008
REGAL SECURITIES, INC. (LEHI UT)
UT
02/13/2006 - 07/12/2007
BROOKSTREET SECURITIES CORPORATION (LEHI UT)
CT
01/01/2005 - 02/14/2006
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
BOTH
Issued 01/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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