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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 Homesley is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. He is a registered representative in Florida and Texas and holds Series 6, 7, 63, and 65 licenses. Gregory is also a certified public accountant and has been in the financial industry since 2004. He has experience working with individual investors, pension and profit sharing plans, and charitable organizations. Gregory is dedicated to providing personalized financial planning and investment advice to help clients reach 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
05/17/2011 - Present
Cambridge Investment Research Advisors, Inc. (LUBBOCK TX)
TX
09/28/2004 - 02/15/2008
JEFFERSON PILOT SECURITIES CORPORATION (LUBBOCK TX)
IA
Issued 11/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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