Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Thomas Larson is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with LPL Financial LLC and Private Advisor Group, LLC. Gregory provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Gregory has been a licensed agent with LPL Financial LLC since 2007 and has provided investment advice through the firm since 2007. Gregory has a variety of experience in the financial industry, with previous positions at Wachovia Securities, LLC, VALIC Financial Advisors, Inc., and UBS Financial Services Inc. Gregory holds the Series 7, Series 66, and SIE licenses. Gregory's firm is separate from and independent of LPL Financial.
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.
1
2
PA
10/15/2018 - Present
LPL Financial LLC (HUNTINGDON VALLEY PA)
PA
07/14/2006 - 01/03/2007
WACHOVIA SECURITIES, LLC (WARMINSTER PA)
TX
08/12/2003 - 11/09/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NJ
04/06/2001 - 08/28/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 04/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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