Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Barr is an investment advisor representative at Herbert J. Sims Capital Management, Inc. Gregory has been in the industry for over 30 years and has a strong background in investment management and financial planning. Gregory is registered with the Securities and Exchange Commission (SEC) and the state of Florida. Gregory has held previous positions at various firms, including Raymond James & Associates, Inc., Deutsche Bank Securities Inc., and Morgan Stanley Smith Barney. Gregory specializes in providing financial advice to individuals and families.
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.
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.
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2
FL
01/16/2025 - Present
Herbert J. Sims Capital Management, Inc. (Boca Raton FL)
FL
08/20/2018 - 03/01/2019
STOEVER, GLASS & COMPANY INC. (Boca Raton FL)
FL
06/11/2014 - 07/25/2016
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
FL
03/28/2012 - 05/28/2014
DEUTSCHE BANK SECURITIES INC. (PALM BEACH FL)
FL
06/01/2009 - 04/11/2012
MORGAN STANLEY SMITH BARNEY (BOCA RATON FL)
FL
05/22/1989 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NA
08/08/1985 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
12/19/1984 - 08/09/1985
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 09/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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