Unclaimed
Gregory David Linton is an Investment Advisor Representative associated with Kingsbridge Wealth Management, Inc.. Gregory has been in the industry since November 2020 and is licensed to provide financial advice in Nevada. He is licensed to provide Investment Advisor services in Nevada and has passed the Uniform Investment Adviser Law Examination (Series 65). The firm provides financial advice to individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm manages over $453 million in assets.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Project administration fees
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NV
01/24/2022 - Present
Kingsbridge Wealth Management, Inc. (LAS VEGAS NV)
IA
Issued 07/26/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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