Gregg WallerCRD Number: 4493873
Current Firm: Cambridge Investment Research Advisors, Inc.
Gregg Waller (CRD# 4493873) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Nashville, TN and has over 15 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Mar 2016 - Current||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Mar 2016 - Current||< 1|
|Sagepoint Financial, Inc.||Nashville, TN||Oct 2014 - Jan 2016||1|
|The Koala Group||Antioch, TN||Sep 2014 - Sep 2015||1|
|Waddell & Reed, Inc.||Nashville, TN||Dec 2012 - Sep 2014||1|
|Various Insurance Carriers For W&r Insurance Agencies||Antioch, TN||Dec 2012 - Sep 2014||1|
|Unemployment||Nashville, TN||Mar 2012 - Sep 2012||< 1|
|Home Depot||Smyrna, TN||Feb 2008 - Sep 2012||4|
|Express Courier International||Nashville, TN||May 2011 - Jun 2012||1|
|Alliance1, LLC||Nashville, TN||Oct 2004 - May 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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)
- Market timing services
- Educational seminars/workshops
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.