Gregory ShawCRD Number: 1064690
Current Firm: H. Beck, Inc.
Gregory Shaw (CRD# 1064690) is an Investment Advisor Representative working at H. Beck, Inc. in New London, CT and has over 23 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
First Financial Advisory Services Inc.
Sagepoint Financial, Inc.
|H. Beck Inc.||Rockville, MD||Nov 2003 - Current||13|
|Polaris Advisory Services||New London, CT||Feb 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1993|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV