Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Patton is a financial advisor who has been working in the financial services industry since 2011. Gregory is registered with LPL Financial LLC and IFG Advisory, LLC. Gregory offers financial planning, consulting, and portfolio management services to individuals, businesses, and charitable organizations. Gregory has a strong track record of success and is committed to providing his clients with personalized financial advice and guidance. Gregory is also an active member of the community and is committed to giving back to his community through various charitable organizations.
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.
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GA
02/14/2018 - Present
LPL Financial LLC (CARTERSVILLE GA)
GA
01/01/2012 - 02/14/2018
INVEST FINANCIAL CORPORATION (CARTERSVILLE GA)
BOTH
Issued 03/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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