Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Powell is a financial advisor with over 30 years of experience in the industry. Gregory currently works at LPL Financial LLC, where he is a Registered Representative and Investment Advisor Representative. Gregory has a wide range of experience in the financial industry, including work with Morgan Stanley DW Inc. and Morgan Keegan & Company, Inc. He has a strong track record of success in providing financial advice to individuals and families. Gregory provides a variety of financial services, including financial planning, investment management, and insurance. He is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Consulting and other non-discretionary advisory services
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.
1
2
AL
04/27/2005 - Present
LPL Financial LLC (BIRMINGHAM AL)
NY
04/11/1988 - 02/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
04/09/1985 - 04/28/1988
MORGAN KEEGAN & COMPANY, INC.
IA
Issued 07/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1991
Series 3 - National Commodity Futures Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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