Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Creech Franks is a registered Investment Advisor Representative with Snowden Capital Advisors LLC. Gregory is a veteran financial professional, having been in the industry since 1983. Gregory has a broad range of experience in the financial services sector, having worked at both Merrill Lynch and Snowden Capital Advisors. Gregory currently is the President of Snowden Capital Advisors and is responsible for the wealth advisory business.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/14/2015 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
NY
06/22/1983 - 01/11/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
08/11/1983 - 05/29/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 07/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/13/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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