Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Thorn is a financial advisor with over 27 years of experience in the industry. Gregory is a Certified Financial Planner and holds the Series 6, 7, 24, 51, and 63 licenses. Gregory is a Registered Representative with Sunbelt Securities, Inc., a broker-dealer, and an Investment Advisor Representative for the firm. Gregory provides financial planning services to individuals and businesses. Gregory is also registered in 13 states as an investment advisor representative. Gregory has over 26 years of experience in financial services, including working as a Registered Representative with LPL Financial LLC from 2004 to 2016. Gregory has a strong track record of success in helping clients achieve their financial goals.
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.
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.
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2
TX
01/31/2018 - Present
Sunbelt Securities, Inc. (Southlake TX)
TX
09/07/2004 - 11/17/2016
LPL FINANCIAL LLC (SOUTHLAKE TX)
CA
10/25/1995 - 09/22/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 10/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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