Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Vance is a financial advisor with over 20 years of experience in the financial services industry. Gregory is currently registered with Lion Street Advisors, LLC and holds a Series 6, 7, 24, 52TO, 53, and 65 license. Gregory has a strong background in financial planning and portfolio management. Gregory specializes in working with high-net-worth individuals, families, and businesses. Prior to joining Lion Street Advisors, Gregory was with Kestra Investment Services, LLC, AIM Distributors, Inc., and PlanMember Securities Corporation.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/29/2021 - Present
Lion Street Advisors, LLC (AUSTIN TX)
TX
02/09/2005 - 04/15/2021
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
01/12/2001 - 12/05/2003
A I M DISTRIBUTORS, INC. (HOUSTON TX)
CA
02/28/2000 - 12/31/2000
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
IA
Issued 06/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2015
Series 3 - National Commodity Futures Examination
BC
Issued 08/30/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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