Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Phillips is a financial professional with over 20 years of experience in the industry. Currently, Gregory is registered with Calton & Associates, Inc. Gregory has held previous positions with Dominion Investor Services, Inc., Foresters Equity Services, Inc., MML Investors Services, LLC, and Signator Investors, Inc. Gregory is licensed to provide financial advice and investment products in Illinois, Indiana, Kentucky, and Michigan.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IN
06/28/2023 - Present
Calton & Associates, Inc. (La Porte IN)
IN
02/01/2018 - 07/21/2023
DOMINION INVESTOR SERVICES, INC. (LA PORTE IN)
CA
07/05/2011 - 02/02/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IN
08/15/2001 - 06/27/2011
MML INVESTORS SERVICES, LLC (LAPORTE IN)
MA
01/02/2000 - 07/19/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 09/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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