Gregory Manning (CRD# 7423085) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 2 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Quasar Distributors, LLC | Charlotte, NC | Dec 2023 - Current | < 1 |
Horizon Investments LLC | Charlotte, NC | Oct 2023 - Current | < 1 |
The Vanguard Group, Inc. | Charlotte, NC | Aug 2021 - Sep 2023 | 2 |
University Of South Carolina | Columbia, SC | Aug 2017 - May 2021 | 3 |
Stay Alert Safety Services | West Columbia, SC | May 2020 - Aug 2020 | < 1 |
Stay Alert Safety Services | West Columbia, SC | Jun 2019 - Aug 2019 | < 1 |
Wychmere Beach Club | Harwich Port, MA | Jun 2018 - Aug 2018 | < 1 |
Encore Bistro And Bar | Dennis, MA | Jun 2017 - Aug 2017 | < 1 |
Woodberry Forest School | Woodberry Forest, VA | Sep 2013 - May 2017 | 3 |
Wequassett Resort | Chatham, MA | Jun 2016 - Aug 2016 | < 1 |
Environmental Investigations | Richmond, VA | Jun 2015 - Sep 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2021 |
S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- NC
-
Total Assets Under Management4,467MILLIONS
-
Total Number of Accounts3,367ACCOUNTS
-
Average Account Value$1,326,579
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Other
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, VI, VT, WA, WI, WV, WY
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