Gregory Briscoe (CRD# 6065202) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Elberton, GA and has over 11 years of experience in the finance industry.
CRD# 3230076
Creative Financial Designs, Inc.
CRD# 5142879
Cetera Investment Advisers LLC
CRD# 6884888
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Gainesville, GA | Jan 2018 - Current | 6 |
| Regions Bank | Gainesville, GA | Nov 2017 - Current | 6 |
| Cetera Investment Services LLC | St. Cloud, MN | Nov 2017 - Current | 6 |
| Wells Fargo Clearing Services, LLC | Athens, GA | Nov 2016 - Oct 2017 | < 1 |
| Wells Fargo Bank Na | Athens, GA | Sep 2016 - Oct 2017 | 1 |
| Wells Fargo Advisors, LLC | Athens, GA | Sep 2016 - Nov 2016 | < 1 |
| New York Life Insurance Company | Sleepy Hollow, NY | Jul 2014 - Sep 2016 | 2 |
| Nylife Securities LLC | Atlanta, GA | Jul 2012 - Jul 2014 | 2 |
| New York Life Insurance Co | Atlanta, GA | May 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- GA
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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