Unclaimed
Gregory Garland is a financial advisor at Thompson Siegel & Walmsley LLC with over 14 years of experience in the industry. Gregory has a Series 7, Series 62, and Series 63 securities license as well as the SIE exam. Gregory earned the right to use the Chartered Financial Analyst designation. Gregory provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Gregory also provides financial planning and selection of other advisors services. Previously, Gregory worked for Funds Distributor, LLC from 2014 to 2022 and Old Mutual Investment Partners from 2008 to 2013.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Unified managed accounts
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
07/01/2008 - Present
Thompson Siegel & Walmsley LLC (RICHMOND VA)
VA
01/02/2014 - 08/04/2022
FUNDS DISTRIBUTOR, LLC (RICHMOND VA)
VA
12/16/2008 - 12/31/2013
OLD MUTUAL INVESTMENT PARTNERS (RICHMOND VA)
TX
10/28/1997 - 05/06/2002
AFFILIATED BANKERS CAPITAL, L.L.C. (AUSTIN TX)
BC
Issued 04/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1997
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
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