Gregory WorkmanCRD Number: 4109970
Current Firm: Kelly Financial Services LLC
Gregory Workman (CRD# 4109970) is an Investment Advisor Representative working at Kelly Financial Services LLC in Braintree, MA and has over 2 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Kelly Financial Services||Braintree, MA||Feb 2021 - Current||< 1|
|Lyft, Inc.||San Francisco, CA||Nov 2019 - Current||2|
|Equitable Advisors, LLC||New York, NY||Oct 2020 - Dec 2020||< 1|
|Financial Compass Group, LLC||Wellesley, MA||Oct 2020 - Dec 2020||< 1|
|Pioneer Financial Group||Dedham, MA||Jun 2019 - Oct 2020||1|
|Minnesota Life Insurance Company||St Paul, MN||Jun 2019 - Oct 2020||1|
|Securian Financial Services Inc.||St Paul, MN||Jun 2019 - Oct 2020||1|
|Nylife Securities LLC||Bridgewater, MA||Nov 2018 - May 2019||< 1|
|New York Life Insurance Company||Bridgewater, MA||Nov 2018 - May 2019||< 1|
|Unemployed||Hyde Park, MA||Jun 2018 - Oct 2018||< 1|
|Outfront Media||New York, NY||Sep 2015 - Jun 2018||2|
|Fujifilm Sonosite||Bothell, WA||Jan 2013 - Sep 2015||2|
|Cayenne Medical Inc.||Scottsdale, AZ||Sep 2011 - Feb 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2018|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
Total Assets Under Management323MILLIONS
Total Number of Accounts3,114ACCOUNTS
Average Account Value$103,781
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, MA, ME, NC, NE, NH, PA, RI, TX
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