Brian GregoryCRD Number: 1046556
Current Firm: Isc Advisors, Inc.
Brian Gregory (CRD# 1046556) is an Investment Advisor Representative working at Isc Advisors, Inc. in Kopperl, TX and has over 15 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Perryman Financial Advisory, Inc.
|Institutional Securities Corp||Dallas, TX||Aug 2015 - Current||2|
|Isc Advisors, Inc.||Dallas, TX||Aug 2015 - Current||2|
|Self||Glen Rose, TX||Jan 2000 - Current||18|
|Lincoln Investment||Kopperl, TX||Aug 2010 - Aug 2015||5|
|Great American Advisors, Inc.||Cincinnati, OH||Feb 2005 - Aug 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
Total Assets Under Management740MILLIONS
Total Number of Accounts1,507ACCOUNTS
Average Account Value$490,908
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, CA, CO, FL, IL, KS, LA, MD, MI, MO, NE, NM, OK, TN, TX