Gregory Worcester, financial advisor Lake Forest IL
96 score

Gregory Worcester

CRD Number: 4475428
Current Firm: Gem Financial Advisors, Inc.

Gregory Worcester (CRD# 4475428) is an Investment Advisor Representative working at Gem Financial Advisors, Inc. in Lake Forest, IL and has over 14 years of experience in the finance industry. Gregory Worcester 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.

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Professional Designations
Company Name Location Dates Years
Gem Financial Advisors, Inc. Lake Forest, IL Jul 2013 - Current 3
Lpl Financial Llc (f/k/a Linsco Private Ledger) Lake Forest, IL Sep 2007 - Current 9
Linsco/private Ledger Barrington, IL Dec 2005 - Sep 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Dec 2004
Contact Info for Gregory A. Worcester
Phone Number: 847-680-3082
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    139
    MILLIONS
  • Total Number of Accounts
    334
    ACCOUNTS
  • Average Account Value
    $415,753
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IL, MA, TX, VA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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