Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Loomis Chidlaw is an Investment Advisor Representative with Independent Financial Group, LLC, based in San Rafael, CA. Gregory has been in the financial services industry since August 11, 1983, with previous experience at LPL FINANCIAL LLC, DEAN WITTER REYNOLDS INC., EVEREN SECURITIES, INC., PRUDENTIAL SECURITIES INCORPORATED, ENDEAVOR GROUP, ANGELES/QUINOCO SECURITIES, INC., SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED, and CAPITAL ANALYSTS, INCORPORATED. Gregory is registered in California and Texas, with a Series 63 license and a Series 65 license. Independent Financial Group, LLC is a registered investment advisor with over $6 billion in assets under management. The firm offers financial planning, portfolio management, and pension consulting services to a variety of client types, including individuals, corporations, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/12/2017 - Present
Independent Financial Group, LLC (SAN RAFAEL CA)
CA
12/15/1995 - 12/06/2011
LPL FINANCIAL LLC (SAN RAFAEL CA)
NY
07/07/1993 - 02/22/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MO
04/05/1993 - 07/16/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
04/01/1992 - 04/07/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CO
06/03/1987 - 04/08/1992
ENDEAVOR GROUP (DENVER CO)
NA
11/12/1984 - 05/02/1986
ANGELES/QUINOCO SECURITIES, INC.
NA
08/24/1982 - 08/02/1984
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
03/30/1982 - 08/20/1982
CAPITAL ANALYSTS, INCORPORATED
IA
Issued 06/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1983
Series 3 - National Commodity Futures Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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