linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gregory Lockequirk Garvan

Natural Investments

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 Lockequirk Garvan

Gregory Garvan is an investment advisor representative with Natural Investments. Gregory has been in the industry for over 20 years, and has been registered with the state of Massachusetts since 2011. Gregory is also registered with the state of South Carolina. He offers a wide range of investment services, including portfolio management, financial planning, and educational seminars. Natural Investments is a firm with over 23 investment advisor representatives and manages over $1.9 billion in assets.

Firm Information

Gregory Garvan is currently registered with Natural Investments. Natural Investments is an investment advisory firm based in the United States with approximately $1.97 billion in regulatory assets under management. The firm serves a variety of clients, including individuals, corporations, and charitable organizations, and offers financial planning, educational seminars, selection of other advisors, and portfolio management services. The firm employs 23 investment advisor representatives.

$1.97B

Assets Under Management

20

Total Clients

20

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

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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

other

Financl plng fees either on a project, hourly or retainer basis

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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 Garvan’s Registration & Firm History

CA

01/30/2024 - Present

Natural Investments (WINDSOR CA)

CA

06/13/1996 - 12/08/1999

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

CA

03/25/1996 - 06/10/1996

PROGRESSIVE ASSET MANAGEMENT, INC. (SAN RAFAEL CA)

DE

10/15/1993 - 12/31/1994

PML SECURITIES COMPANY (NEWARK DE)

Not sure if Gregory Lockequirk Garvan is right for you?

Licenses & Designations

IA

Issued 12/23/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/1996

Series 7 - General Securities Representative Examination

BC

Issued 10/14/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Lockequirk Garvan.
Not sure if Gregory Lockequirk Garvan is right for you?