Gregory Dennis, financial advisor Charleston WV
73 score

Gregory Dennis

CRD Number: 3179069
Current Firm: United Brokerage Services Inc.

Gregory Dennis (CRD# 3179069) is an Investment Advisor Representative working at United Brokerage Services Inc. in Charleston, WV and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
United Brokerage Services, Inc. Parkersburg, WV Oct 2015 - Current 1
Investors Capital Corporation Lynnfield, MA Feb 2013 - Current 3
Valic Financial Advisors, Inc. Houston, TX Sep 2003 - Feb 2013 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Gregory A. Dennis
Phone Number: 888-424-6158
Registered State(s):
  • SC
  • WV
By the Numbers
  • Total Assets Under Management
    115
    MILLIONS
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $171,691
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DC, FL, HI, KY, MD, NJ, NY, OH, PA, SC, TX, VA, WV

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BADGES
73

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