Gregory Baldwin (CRD# 1476397) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 38 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Matrix Insurance & Benefits Solutions, Inc. | Portland, OR | Mar 2017 - Current | 7 |
| Pks Advisory Services, LLC | Albany, NY | Jul 2016 - Current | 7 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2015 - Current | 9 |
| Matrix Wealth Management, Inc. | Portland, OR | Dec 2012 - Current | 11 |
| Fsic | Seattle, WA | Dec 2006 - Dec 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1986 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management698MILLIONS
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Total Number of Accounts4,457ACCOUNTS
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Average Account Value$156,550
- A percentage of assets under your management
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