Gregory Lamp, financial advisor Newbury Park CA

Gregory Lamp

CRD Number: 720921
Current Firm: Sagepoint Financial, Inc.

Gregory Lamp (CRD# 720921) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Newbury Park, CA and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial, Inc. Newbury Park, CA Apr 2019 - Current 3
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Apr 2019 4
Morgan Stanley Smith Barney Oxnard, CA Jun 2009 - Apr 2019 9
Morgan Stanley & Company Incorporated Oxnard, CA Dec 2008 - Apr 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1982
S65 NASAA Investment Advisors Law Examination Jan 1993
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gregory F. Lamp
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16,245
    MILLIONS
  • Total Number of Accounts
    64,353
    ACCOUNTS
  • Average Account Value
    $252,436
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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