Gregory Mech (CRD# 730559) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 42 years of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Caprock Group, Inc. | Boise, ID | Mar 2013 - Current | 11 |
| Silver Lakes | San Juan Capistrano, CA | Mar 2011 - Current | 13 |
| Inspire Partners | Laguna Niguel, CA | Jan 2011 - Current | 13 |
| Peppertree Equestrian | Laguna Niguel, CA | Jan 2011 - Jun 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1981 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
- CA
-
Total Assets Under Management6,922MILLIONS
-
Total Number of Accounts317ACCOUNTS
-
Average Account Value$21,834,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, ID, IL, NJ, TX, UT, WA
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