Greg Saurenman
CRD Number: 4783241Current Firm: Mission Advisory Group
Compensation Model: Fee Only
Gregory Saurenman (CRD# 4783241) is an Investment Advisor Representative working at Isc Advisors, Inc. in Dallas, TX and has over 17 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mission Advisory Group | Fort Worth, TX | Dec 2020 - Current | 3 |
| Institutional Securities Corp | Dallas, TX | Jul 2017 - Dec 2020 | 3 |
| Isc Advisors, Inc. | Dallas, TX | Jul 2017 - Dec 2020 | 3 |
| Not Employed | Dallas, TX | Apr 2017 - Jul 2017 | < 1 |
| Calamos Financial Services LLC | Naperville, IL | Jun 2015 - Mar 2017 | 1 |
| Palmetto Advisory Group | Kiawah Island, SC | Jul 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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)
- Publication of periodicals or newsletters
TX
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