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Gregory William Boag

Franklin Distributors, LLC

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About Gregory William Boag

Gregory Boag is a securities professional with experience in the financial services industry since 1997. Gregory is currently registered with Franklin Distributors, LLC in BALTIMORE, MD and is also registered in Maryland. Gregory's previous experience includes roles at Legg Mason Wood Walker, Incorporated, Deutsche Bank Securities Inc., DB Alex. Brown LLC, Paine Webber Incorporated, National Discount Brokers and New England Securities. Gregory holds the Series 6, Series 7, Series 63, and SIE licenses.

Firm Information

Gregory Boag is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gregory Boag’s Registration & Firm History

MD

12/01/2005 - Present

Franklin Distributors, LLC (BALTIMORE MD)

MD

11/19/2004 - 12/01/2005

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NY

01/13/2001 - 11/09/2004

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

04/25/2000 - 01/13/2001

DB ALEX. BROWN LLC (BALTIMORE MD)

NJ

02/17/1999 - 05/12/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NE

01/28/1998 - 02/23/1999

NATIONAL DISCOUNT BROKERS (OMAHA NE)

NY

01/23/1996 - 09/06/1996

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1997

Series 7 - General Securities Representative Examination

BC

Issued 01/22/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory William Boag.
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