Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Vincent Gerhard is a financial advisor with Merit Financial Advisors. Gregory has been in the industry since 2002 and has a wide range of experience with various financial institutions. Gregory is registered with the state of Georgia. Gregory is an experienced financial advisor with a passion for helping clients reach their financial goals. Gregory offers a variety of financial planning services, including investment management, retirement planning, and estate planning. Gregory is committed to providing clients with personalized advice and tailored solutions to meet their unique needs.
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.
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.
Consulting fees
1
2
GA
07/06/2016 - Present
Merit Financial Advisors (ALPHARETTA GA)
GA
06/12/2013 - 02/21/2024
LPL FINANCIAL LLC (ALPHARETTA GA)
MA
08/26/2002 - 12/31/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
MO
06/04/2002 - 06/26/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IN
04/10/2002 - 05/30/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/10/2002 - 05/30/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 07/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Gregory Gerhard is the right advisor for you? Invested Better is here to help.
