Michael Gregg, financial advisor Campbell CA

Michael Gregg

CRD Number: 874548
Current Firm: Lincoln Financial Advisors Corporation

Michael Gregg (CRD# 874548) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Campbell, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Reno, NV Jun 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Nov 2017
Contact Info for Michael W. Gregg
Phone Number: 800-237-3813
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    32,603
    MILLIONS
  • Total Number of Accounts
    98,199
    ACCOUNTS
  • Average Account Value
    $332,005
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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