Gregory Strickland (CRD# 2747677) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Georgetown, TX and has over 27 years of experience in the finance industry. Gregory Strickland 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.
CRD# 4431657
Pbl Wealth Management
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3168949
Next Financial Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Mar 2021 - Current | 3 |
| Thrivent Investment Management Inc. | Georgetown, TX | Jan 2021 - Current | 3 |
| Thrivent Financial | Appleton, WI | Jan 2021 - Mar 2021 | < 1 |
| Lpl Financial, LLC | Norman, OK | Jun 2009 - Jan 2021 | 11 |
| Republic Bank & Trust | Norman, OK | Jun 2009 - Mar 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- OK
- TX
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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