Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Richards is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered as a Registered Investment Advisor with Osaic Advisory Services, LLC. Gregory's firm has office locations in Hummelstown, PA and Atlanta, GA. Gregory has previously worked at TRIAD ADVISORS LLC and NATIONAL PLANNING CORPORATION. Gregory is registered with state securities authorities in Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Kansas, Maine, Maryland, Michigan, Nevada, North Carolina, Oregon, Pennsylvania, South Carolina, Virginia, and West Virginia. Gregory holds the Series 7, Series 66, and SIE licenses and is a Certified Financial Planner. Gregory's experience and certifications allows to provide financial advice to individuals, families, trusts, businesses, and pension and profit-sharing plans.
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.
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
PA
11/09/2016 - Present
Osaic Advisory Services, LLC (Hummelstown PA)
PA
10/28/2016 - 08/23/2024
TRIAD ADVISORS LLC (Hershey PA)
PA
06/30/2000 - 11/09/2016
NATIONAL PLANNING CORPORATION (MECHANICSBURG PA)
IL
10/13/1999 - 07/27/2000
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
BOTH
Issued 09/21/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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