Gregory Gregory, financial advisor Aurora IL
96 score

Gregory Gregory

CRD Number: 6255109
Current Firm: Clear Perspective Advisors, LLC
Compensation Model: Both

Gregory Gregory (CRD# 6255109) is an Investment Advisor Representative working at Clear Perspective Advisors, LLC in Aurora, IL and has over 2 years of experience in the finance industry. He is currently studying to take the CFP® exam in July 2016.

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Clear Perspective Advisors, LLC
Company Name Location Dates Years
Clear Perspective Advisors Saint Charles, IL Dec 2013 - Current 2
Ausdal Financial Partners Davenport, IA Sep 2013 - Current 3
Preferred Producers Group Oak Brook, IL May 2013 - Aug 2013 < 1
University Of Iowa Iowa City, IA Aug 2011 - May 2013 1
Student Iowa City, IA Aug 2009 - May 2013 3
Metlife Downers Grove, IL May 2012 - Aug 2012 < 1
Student Geneva, IL Aug 2003 - Aug 2009 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Gregory D. Gregory
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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This advisor has a clean track record with regulators.

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