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Gregory Robert Thomas

Lincoln Financial Distributors, Inc.

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About Gregory Robert Thomas

Gregory Robert Thomas is a financial advisor with Lincoln Financial Distributors, Inc. Gregory has been working in the financial industry for over 20 years, holding licenses for both Series 6 & 7 and Series 63 & 66. Gregory holds a Series 26 license and is registered in Illinois, Iowa and Wisconsin. Gregory's previous experience includes roles with NYLIFE Securities LLC, Robert W. Baird & Co. Incorporated, Hartford Life Distributors, LLC, Hartford Equity Sales Company Inc., and Hartford Securities Distribution Company, Inc.. Gregory is a dedicated financial advisor who is committed to helping clients reach their financial goals.

Firm Information

Gregory Thomas is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gregory Thomas’s Registration & Firm History

PA

12/03/2019 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

WI

09/06/2018 - 11/05/2019

NYLIFE SECURITIES LLC (GREEN BAY WI)

WI

07/08/2013 - 02/09/2017

ROBERT W. BAIRD & CO. INCORPORATED (GREEN BAY WI)

CT

06/03/1999 - 10/12/2012

HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)

CT

03/14/2011 - 06/01/2012

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

CT

03/14/2011 - 06/01/2012

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)

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Licenses & Designations

BOTH

Issued 01/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/04/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2013

Series 7 - General Securities Representative Examination

BC

Issued 06/02/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Robert Thomas.
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