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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hightower Advisors | Chicago, IL | Dec 2021 - Current | 2 |
| Clear Perspective Advisors | Saint Charles, IL | Dec 2013 - Dec 2021 | 8 |
| Ausdal Financial Partners | Davenport, IA | Sep 2013 - Dec 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
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Total Assets Under Management130,239MILLIONS
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Total Number of Accounts178,256ACCOUNTS
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Average Account Value$730,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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