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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory O neil Garvin is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Gregory Garvin is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide securities and investment advice in Georgia and other states. He specializes in providing financial planning, portfolio management and investment advice for individuals and businesses. Gregory has more than 25 years of experience in the financial services industry. He is dedicated to providing clients with personalized financial advice and helping them achieve their long-term 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
GA
08/28/2019 - Present
Cambridge Investment Research Advisors, Inc. (Johns Creek GA)
GA
04/19/2018 - 09/10/2019
PARK AVENUE SECURITIES LLC (DULUTH GA)
MO
03/31/1997 - 10/09/2017
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
02/26/2002 - 12/31/2002
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
CA
10/15/1996 - 04/03/1997
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
AZ
11/09/1994 - 11/20/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 06/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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