William Gregory, financial advisor Austin TX

William Gregory

CRD Number: 2873020
Current Firm: Beck Capital Management LLC

William Gregory (CRD# 2873020) is an Investment Advisor Representative working at Beck Capital Management LLC in Austin, TX and has over 26 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Beck Capital Management, LLC Austin, TX Dec 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for William F. Gregory
Phone Number: 512-345-6789
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    385
    MILLIONS
  • Total Number of Accounts
    970
    ACCOUNTS
  • Average Account Value
    $396,506
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, IL, LA, TX

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