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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 Parker is an investment advisor representative who has been in the financial industry since 1993. Gregory is currently registered with Captrust in The Woodlands, TX. Gregory has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Gregory is also a member of Heritage Springs Farm & Ranch, LLC, Heritage Springs Capital, LLC, and several other privately held companies. Gregory's experience and commitment to providing personalized financial advice make him a valuable resource for clients seeking to achieve their financial 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/18/2024 - Present
Captrust (The Woodlands TX)
TX
08/31/2018 - 01/29/2019
PURSHE KAPLAN STERLING INVESTMENTS (The Woodlands TX)
CO
09/25/2007 - 05/30/2017
JANUS DISTRIBUTORS LLC (DENVER CO)
NY
10/10/2002 - 05/08/2007
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
TX
01/12/1995 - 10/22/2002
VAN KAMPEN FUNDS INC. (HOUSTON TX)
NA
05/06/1993 - 01/12/1995
AMERICAN CAPITAL MARKETING, INC.
IA
Issued 09/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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