Gregory Lively, financial advisor Horseshoe Bay TX

Gregory Lively

CRD Number: 2641738
Current Firm: Osaic Wealth, Inc.

Gregory Lively (CRD# 2641738) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Horseshoe Bay, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Horseshoe Bay, TX Jan 2024 - Current < 1
Self Employed Carrollton, TX Feb 1992 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for Gregory E. Lively
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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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