Gregory SealCRD Number: 1290465
Current Firm: Srs Capital Advisors, Inc.
Gregory Seal (CRD# 1290465) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Denver, CO and has over 33 years of experience in the finance industry. Gregory Seal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Srs Capital Advisors, Inc.||Denver, CO||Feb 2015 - Current||2|
|Geneos Wealth Management, Inc.||Denver, CO||Jan 2005 - Feb 2015||10|
|Seal Financial Services, Inc.||Denver, CO||Jan 1985 - Feb 2015||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management399MILLIONS
Total Number of Accounts1,298ACCOUNTS
Average Account Value$307,714
- A percentage of assets under your management
- Hourly charges
- 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)
- Publication of periodicals or newsletters
AZ, CA, CO, MA, NE, NY, PA, TX, WA
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