Timothy Gregg, financial advisor Fort Worth TX
88 score

Timothy Gregg

CRD Number: 6211038
Current Firm: Western Research And Management, LLC

Timothy Gregg (CRD# 6211038) is an Investment Advisor Representative working at Western Research And Management, LLC in Fort Worth, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Western Research & Management, LLC Fort Worth, TX Jun 2015 - Current 1
Lpl Financial, LLC Omaha, NE Jul 2014 - Jun 2015 < 1
Feltz Wealthplan Omaha, NE Jun 2013 - Jun 2015 2
Texas Christian University Fort Worth, TX Aug 2010 - May 2014 3
Creighton Prep High School Omaha, NE Jun 2006 - May 2010 3
St. Vincent De Paul Elementary School Omaha, NE Aug 1997 - Aug 2006 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Timothy P. Gregg
Phone Number: 817-877-9980
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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