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||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|
Total Assets Under Management253MILLIONS
Total Number of Accounts1,215ACCOUNTS
Average Account Value$208,216
- 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
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