Gregory Slaton (CRD# 6883544) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clearwater, FL and has over 6 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Tampa, FL | Jun 2018 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa, FL | Nov 2017 - Current | 6 |
| Bayshore Fit | Tampa, FL | May 2017 - Nov 2017 | < 1 |
| Empower Physical Therapy | Tampa, FL | May 2017 - Nov 2017 | < 1 |
| The University Of Tampa | Tampa, FL | Aug 2016 - Nov 2017 | 1 |
| Aetna Health Insurance | Tampa, FL | May 2017 - Jul 2017 | < 1 |
| The University Of Tampa | Tampa, FL | Aug 2015 - May 2017 | 1 |
| Goodwill Donation Center | Cherry Hill, NJ | Oct 2012 - Aug 2016 | 3 |
| Woodcrest Recreation Association | Cherry Hill, NJ | May 2008 - Aug 2016 | 8 |
| Evolution Fitness | Cherry Hill, NJ | Aug 2014 - Jul 2015 | < 1 |
| Camden County Community College | Cherry Hill, NJ | Jun 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- FL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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