Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Ward is a financial advisor who has been in the industry since June 2012. Gregory is a Registered Representative and Investment Advisor Representative with LPL Financial LLC. He has worked in the Clarkston, WA area for the entirety of his career and is registered to do business in several states. Gregory also has several industry designations. His previous employer was Waddell & Reed where he was also a Registered Representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
07/21/2021 - Present
LPL Financial LLC (CLARKSTON WA)
WA
06/07/2012 - 07/21/2021
WADDELL & REED (CLARKSTON WA)
BOTH
Issued 06/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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