Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Todd Johnson is a financial advisor with Lion Street Advisors, LLC. Gregory has been in the industry since 2010 and is registered to provide investment advice in Texas. Gregory holds the Series 7, Series 63 and Series 65 licenses. Gregory is also a member of the Estate Planning Team (EPT) and offers insurance services. Gregory's experience includes working with individuals, businesses, and retirement plans. Gregory is committed to providing personalized financial advice to help clients reach 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.
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TX
07/29/2020 - Present
Lion Street Advisors, LLC (Waco TX)
TX
01/15/2015 - 01/08/2019
THE O.N. EQUITY SALES COMPANY (WACO TX)
TX
05/26/2011 - 11/21/2014
ICBA SECURITIES (FRISCO TX)
TX
03/30/2010 - 11/21/2014
VINING SPARKS (FRISCO TX)
IA
Issued 07/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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