Greg Chamberlain (CRD# 3213699) is an Investment Advisor Representative working at Cowdell Investments, LLC in Lehi, UT and has over 11 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chamberlain Financial | Lehi, UT | Oct 2017 - Current | 6 |
| Jackson National Life Distributors | Denver, CO | Sep 2007 - Oct 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
- UT
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts168ACCOUNTS
-
Average Account Value$154,762
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
UT
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