Gregory GregoryCRD 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.
Forum Financial Management, LP
Clear Perspective Advisors, LLC
|Clear Perspective Advisors||Saint Charles, IL||Dec 2013 - Current||4|
|Ausdal Financial Partners||Davenport, IA||Sep 2013 - Current||4|
|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|
Total Assets Under Management320MILLIONS
Total Number of Accounts1,358ACCOUNTS
Average Account Value$235,946
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, FL, IL, MN, TX, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.