Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Wade is a financial advisor with over 18 years of experience in the industry. Gregory is registered with LPL Financial LLC and has been with the firm since November 2017. Gregory has a wide range of experience in the financial industry, including experience with Edward Jones and Investment Centers of America, Inc. Gregory has a strong focus on helping clients achieve their financial goals, including retirement planning, investment management, and college savings. Gregory is committed to providing personalized financial advice and guidance to each of his clients.
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.
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TX
11/29/2017 - Present
LPL Financial LLC (JACKSONVILLE TX)
TX
07/14/2008 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (WHITEHOUSE TX)
TX
01/11/2005 - 05/01/2008
EDWARD JONES (JACKSONVILLE TX)
BOTH
Issued 02/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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