Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Gulling is an investment advisor representative with LPL Financial LLC in Richmond, Virginia. Gregory has been in the industry since 2015. Gregory has a Series 7TO, Series 63, and Series 65 licenses. Gregory is also registered to provide investment advice in Virginia. Gregory previously worked at OSAIC FA, INC., Lincoln Financial Advisors Corporation and Ballardsville Investments Inc.
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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VA
08/21/2024 - Present
LPL Financial LLC (RICHMOND VA)
VA
10/02/2020 - 08/15/2024
OSAIC FA, INC. (RICHMOND VA)
BC
Issued 11/07/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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