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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 Brick is an investment advisor representative with Regal Investment Advisors LLC. Gregory Brick is a financial professional who provides financial advice and services. Gregory Brick has been in the industry since 1997. Gregory Brick is registered in 11 states. Gregory Brick is also a registered representative with Regulus Financial Group, LLC. Gregory Brick has previous experience with PlanMember Securities Corporation, ING Financial Advisors, LLC, Washington Square Securities, Inc., and Cetera Advisor Networks LLC.
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.
A percentage of the total value of assets under management is charged.
Third party fees
1
2
MI
01/01/2025 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
FL
01/22/2019 - 06/18/2024
CETERA ADVISOR NETWORKS LLC (Oviedo FL)
FL
11/21/2013 - 01/22/2019
QUESTAR CAPITAL CORPORATION (OVIEDO FL)
FL
10/11/2007 - 11/25/2013
PLANMEMBER SECURITIES CORPORATION (WINTER SPRINGS FL)
FL
06/30/2004 - 10/09/2007
ING FINANCIAL ADVISERS, LLC (WINTER SPRINGS FL)
CT
05/04/1998 - 06/30/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CT
05/09/1997 - 02/05/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BC
Issued 10/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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