Gregory Guluzian, financial advisor Avon Lake OH
89 score

Gregory Guluzian

CRD Number: 5587093
Current Firm: Principal Securities, Inc.

Gregory Guluzian (CRD# 5587093) is an Investment Advisor Representative working at Principal Securities, Inc. in Avon Lake, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Insurance Company Westlake, OH Sep 2013 - Current 3
Princor Financial Services Corporation Westlake, OH Sep 2013 - Current 3
The Huntington Investment Company Columbus, OH May 2010 - Sep 2013 3
Huntington National Bank Columbus, OH Jul 2009 - Sep 2013 4
The Ohio State University Columbus, OH Sep 2005 - Jun 2009 3
General Practice Associates Columbus, OH Jun 2007 - Sep 2007 < 1
Doctors Hospital - Ohio Health Columbus, OH Jul 2005 - Nov 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
Contact Info for Gregory P. Guluzian
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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