Invested Better
Unclaimed

Unclaimed

Unclaimed

Gregory Gray Garland

Thompson Siegel & Walmsley LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gregory? Claim Your Profile

About Gregory Gray Garland

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.

Firm Information

Gregory Garland is currently registered with Thompson Siegel & Walmsley LLC. Thompson Siegel & Walmsley LLC is an investment advisor headquartered in RICHMOND, VA. The firm manages approximately $20.81 billion in assets for a variety of clients, including individuals, corporations, investment companies, pension plans, and charitable organizations. The firm offers portfolio management services for both discretionary and non-discretionary accounts. They also provide investment advisory services, including unified managed accounts, selection of other advisors, and portfolio management for businesses.
Thompson Siegel & Walmsley LLC

6641 WEST BROAD STREET

RICHMOND, VA 23230

$20.81B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

unified managed accounts

Unified managed accounts

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gregory Garland’s Registration & Firm History

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)

Not sure if Gregory Gray Garland is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Gray Garland.
Not sure if Gregory Gray Garland is right for you?