Unclaimed
Gregory Frazier Childress is a registered representative with Charles Schwab & Co., Inc. located in Westlake, TX. Gregory has been in the financial services industry since January 25, 1994. Gregory has also held previous positions with USAA FINANCIAL ADVISORS, INC., TD AMERITRADE, INC., PRINCIPAL FINANCIAL SECURITIES,INC., REYNOLDS KENDRICK STRATTON, INC., CHELSEA STREET SECURITIES, INC. and J. W. GANT & ASSOCIATES, INC.. Gregory's current registrations include Series 66 and Series 7.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
05/28/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
09/13/2013 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
04/09/1996 - 04/09/2012
TD AMERITRADE, INC. (DALLAS TX)
TX
05/24/1995 - 10/31/1995
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
06/21/1993 - 06/16/1994
REYNOLDS KENDRICK STRATTON, INC.
NA
01/21/1992 - 06/22/1993
CHELSEA STREET SECURITIES, INC.
NA
04/10/1991 - 01/24/1992
J. W. GANT & ASSOCIATES, INC.
BOTH
Issued 08/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/10/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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