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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 James is a financial advisor at Modera Wealth Management, LLC. Gregory has been a financial advisor for over 25 years and holds the Series 7, Series 8, Series 63 and Series 65 licenses. He is also a Certified Financial Planner. Gregory has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Gregory's firm offers a range of financial services, including financial planning, portfolio management, and pension consulting. Gregory is passionate about helping clients achieve their financial goals.
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.
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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NC
04/26/2023 - Present
Modera Wealth Management, LLC (CHARLOTTE NC)
TX
01/23/1996 - 02/08/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
04/07/1992 - 11/28/1994
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
IN
02/24/1992 - 04/28/1992
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
OR
06/26/1991 - 01/28/1992
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NC
02/26/1987 - 03/13/1991
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
IA
Issued 02/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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