Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Mack Lathrop is an investment advisor representative with Cetera Investment Advisers LLC, located in Medford, Oregon. Gregory has been in the industry since August 1, 1992, and has been registered with the state of Oregon since February 12, 1999. In addition to being registered as an investment advisor representative, Gregory is also a registered representative with Cetera Investment Advisers LLC. Gregory is a licensed tax and accounting professional, and also owns rental properties. Gregory is a treasurer for Centennial Golf Club and is actively involved in the Medford community. Gregory's specializations include financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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.
1
2
OR
06/29/2023 - Present
Cetera Investment Advisers LLC (MEDFORD OR)
NA
07/26/1983 - 06/10/1989
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
11/30/1982 - 07/25/1983
WESTLAKE SECURITIES, INC.
IA
Issued 10/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/29/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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