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Neil David Gregory

Canaccord Genuity Wealth Management (usa) Inc.

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About Neil David Gregory

Neil Gregory is a financial advisor registered with Canaccord Genuity Wealth Management (usa) Inc. Neil is a Chartered Financial Analyst and has been working in the financial services industry for over 10 years. Neil has experience providing financial advice to individuals. Neil is currently registered in Texas, and his office is located at 1133 Melville Street, Suite 1100, Vancouver, BC V6E 4E5, Canada. Neil can be contacted at 604-643-7300.

Firm Information

Neil Gregory is currently registered with Canaccord Genuity Wealth Management (usa) Inc.. Canaccord Genuity Wealth Management (usa) Inc. is a Corporation that has been in business since July 6, 1976. The firm is headquartered in VANCOUVER, BC, Canada. They manage approximately $92,579,399 in assets for 79 clients. The firm primarily provides portfolio management services for individuals. They are registered in 53 states and the District of Columbia.
Canaccord Genuity Wealth Management (usa) Inc.

1133 MELVILLE STREET

VANCOUVER, BC, V6E 4E5

$92.58M

Assets Under Management

Not reported

Total Clients

10

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Neil Gregory’s Registration & Firm History

NA

02/05/2021 - Present

Canaccord Genuity Wealth Management (usa) Inc. (VANCOUVER )

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Neil David Gregory.
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