Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Michael Rickert is a Registered Investment Advisor Representative with Hill Country Group, a firm based in Boerne, TX. Gregory has worked in the financial industry since 1997 and holds a Series 63, 65, 7, 4 and 24 securities licenses. Gregory is a CPA and offers a range of services including financial planning, portfolio management for individuals, and pension consulting. Prior to joining Hill Country Group, Gregory was an advisor with Calton & Associates, Inc. and IMS Securities, Inc. The advisor has a background in insurance and has worked as a member of Hill Country Group since 2004.
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.
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.
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2
TX
03/23/2020 - Present
Hill Country Group (BOERNE TX)
TX
11/09/2017 - 01/05/2021
CALTON & ASSOCIATES, INC. (Boerne TX)
TX
10/04/2013 - 11/09/2017
IMS SECURITIES, INC. (BOERNE TX)
TX
11/04/2010 - 10/14/2013
NYLIFE SECURITIES LLC (BOERNE TX)
TX
07/28/2005 - 11/03/2010
IMS SECURITIES, INC. (BOERNE TX)
MA
12/02/2003 - 07/28/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
12/17/2001 - 01/11/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
TX
02/20/1997 - 01/04/2001
GAMMA CAPITAL SECURITIES, INC (THE WOODLANDS TX)
IA
Issued 08/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2000
Series 4 - Registered Options Principal Examination
BC
Issued 12/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/18/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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