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Gregory James Moody

Lincoln Financial Distributors, Inc.

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About Gregory James Moody

Gregory Moody is a financial advisor with Lincoln Financial Distributors, Inc. in Radnor, Pennsylvania. Gregory has been working in the financial industry since 2010. Gregory is registered with FINRA and holds Series 66, Series 7, and SIE licenses. Gregory has been registered in North Carolina, Rhode Island, and Vermont. Gregory has been a registered representative of Edward Jones in the past.

Firm Information

Gregory Moody is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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.

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.

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Gregory Moody’s Registration & Firm History

PA

08/18/2011 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

CT

11/13/2009 - 12/06/2010

EDWARD JONES (GRANBY CT)

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Licenses & Designations

BOTH

Issued 11/25/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory James Moody.
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