Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Sullivan is a financial advisor with over 30 years of experience in the industry. Gregory is a Certified Financial Planner and a Registered Investment Advisor. Currently, Gregory is an Investment Advisor Representative with Creative Planning based out of their Overland Park, KS office. Gregory has prior experience with Capitol Securities Management, Inc. and Alexandra Armstrong Associates, Inc. Gregory has held licenses in Virginia and Florida.
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
KS
04/26/2021 - Present
Creative Planning (OVERLAND PARK KS)
VA
12/18/2000 - 04/02/2001
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
11/05/1998 - 12/31/1998
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
12/19/1996 - 01/06/1997
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
03/13/1991 - 12/31/1994
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
NA
04/26/1989 - 03/18/1991
ALEXANDRA ARMSTRONG ASSOCIATES, INC.
NA
03/30/1982 - 05/02/1989
DERAND/PENNINGTON/BASS, INC.
IA
Issued 06/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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