Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Giles is a financial advisor at Tcfg Investment Advisors, LLC. Gregory has been in the industry since 2010 and is registered with FINRA, as well as the state of California. Gregory holds the Series 66, Series 7 and SIE licenses and works with individuals, high-net-worth individuals, and pension and profit-sharing plans. Previously, Gregory was employed at Crown Capital Securities, L.P. Gregory also owns and operates a CPA firm and a business that provides insurance products.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/02/2020 - Present
Tcfg Investment Advisors, LLC (Irvine CA)
CA
05/05/2010 - 04/25/2016
CROWN CAPITAL SECURITIES, L.P. (IRVINE CA)
BOTH
Issued 05/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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