Peter Gregory, financial advisor Edmond OK

Peter Gregory

CRD Number: 708084
Current Firm: Independent Financial Partners

Peter Gregory (CRD# 708084) is an Investment Advisor Representative working at Independent Financial Partners in Edmond, OK and has over 43 years of experience in the finance industry. Peter Gregory 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.

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Professional Designations
Company Name Location Dates Years
Ifp Securities, LLC Edmond, OK May 2019 - Current 4
Independent Financial Partners Edmond, OK Jul 2016 - Current 7
Lpl Financial, LLC Edmond, OK Jul 2016 - May 2019 2
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Jul 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1980
S65 NASAA Investment Advisors Law Examination Jan 1994
Contact Info for Peter A. Gregory
Phone Number: 813-341-0960
Registered State(s):
  • AZ
  • AR
  • CA
  • CO
  • KS
  • LA
  • NC
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    9,761
    MILLIONS
  • Total Number of Accounts
    37,391
    ACCOUNTS
  • Average Account Value
    $261,062
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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