Unclaimed
Gregory Berryhill is a financial advisor at LPL Financial LLC in FORT WORTH, TX. Gregory has been in the industry since 2009. Gregory has passed the Series 66, Series 7 and SIE exams. Gregory has worked at Edward Jones and LPL Financial. Gregory is registered in 13 states including Alabama, California, Colorado, Florida, Illinois, Louisiana, Missouri, North Carolina, Oklahoma, Puerto Rico, Texas, and Washington. Gregory specializes in providing investment advice to individuals, corporations, and other businesses. Gregory is also a registered Investment Advisor in the state of Texas.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
05/15/2020 - Present
LPL Financial LLC (FORT WORTH TX)
TX
11/05/2009 - 05/18/2020
EDWARD JONES (FORT WORTH TX)
BOTH
Issued 11/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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