Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Brucher is a financial advisor with over 20 years of experience in the financial services industry. Gregory is a Certified Financial Planner and holds several industry certifications, including the Series 3, 7, 24, 30, 63, 65, and 66. Currently, Gregory is a registered Investment Advisor Representative with AlphaCore Capital LLC. Gregory has held positions with several other firms, including Altegris Investments, LLC, Icon Distributors, Inc., Sanders Morris Harris Inc., Franklin Templeton Financial Services Corp., Templeton/Franklin Investment Services, Inc., Prudential Investment Management Services LLC, Sentra Securities Corporation, and SunAmerica Securities, Inc. Gregory provides a range of financial services, including portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, pension consulting, 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.
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.
Institutional consulting and client servicing
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.
A percentage of the total value of assets under management is charged.
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TX
07/14/2023 - Present
Alphacore Capital LLC (McKinney TX)
CA
04/30/2010 - 07/20/2018
ALTEGRIS INVESTMENTS, LLC (LA JOLLA CA)
CO
04/08/2010 - 04/30/2010
ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
TX
11/19/2008 - 03/29/2010
SANDERS MORRIS HARRIS INC. (FORT WORTH TX)
CA
03/26/2007 - 11/04/2008
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
09/08/2006 - 03/26/2007
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)
NJ
05/17/2002 - 10/14/2005
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
AZ
07/16/2001 - 02/05/2002
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
08/01/1995 - 09/05/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 10/13/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2010
Series 30 - NFA Branch Manager Examination
BC
Issued 02/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 07/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2010
Series 3 - National Commodity Futures Examination
BC
Issued 07/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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