Gregory LampCRD 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.
Virtue Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.p. Morgan Securities LLC
|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|
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
Total Assets Under Management16,245MILLIONS
Total Number of Accounts64,353ACCOUNTS
Average Account Value$252,436
- 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)
- 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, WY
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