Gregory Dennis, financial advisor Dunbar WV

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 Dunbar, WV and has over 24 years of experience in the finance industry.

Similar Advisors
Sharin Akhtar, financial advisor Dunbar WV
Sharin L. Akhtar
CRD# 3212745
Truist Advisory Services, Inc.
Similar Advisors
Thomas Anderson, financial advisor Dunbar WV
Thomas E. Anderson
CRD# 4543380
Cetera Investment Advisers LLC
Similar Advisors
Marc Arnold, financial advisor Dunbar WV
Marc D. Arnold
CRD# 2692914
Ameriprise Financial Services, LLC
Company Name Location Dates Years
United Brokerage Services, Inc. Parkersburg, WV Oct 2015 - Current 8
Investors Capital Corporation Lynnfield, MA Feb 2013 - Current 11
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gregory A. Dennis
Phone Number: 888-424-6158
Registered State(s):
  • SC
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    250
    MILLIONS
  • Total Number of Accounts
    790
    ACCOUNTS
  • Average Account Value
    $316,134
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Gregory Dennis and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.