Brian Gregory, financial advisor Kopperl TX
93 score

Brian Gregory

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
Institutional Securities Corp Dallas, TX Aug 2015 - Current 1
Isc Advisors, Inc. Dallas, TX Aug 2015 - Current 1
Self Glen Rose, TX Jan 2000 - Current 16
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
Contact Info for Brian O. Gregory
Phone Number: 214 520 1115
Firm Website:
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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

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