Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Bennett is a financial advisor with over 27 years of experience in the industry. Gregory has a wide range of experience in providing financial planning and investment advisory services to a variety of clients, including individuals, high-net-worth individuals, families, trusts, and retirement plans. Gregory is a Registered Representative and Investment Advisor Representative of LPL Financial, LLC and is also the owner of BluHawk Wealth Management, LLC. Gregory is committed to providing his clients with personalized financial advice that is tailored to meet their individual needs and 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.
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.
1
2
GA
04/10/2023 - Present
IFG Advisory, LLC (ATLANTA GA)
NC
01/01/2008 - 07/01/2013
WELLS FARGO ADVISORS, LLC (DAVIDSON NC)
VA
04/15/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HARRISONBURG VA)
BOTH
Issued 04/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/19/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Bennett is the right advisor for you? Invested Better is here to help.
