Gregory Lamonica, financial advisor Norwich NY
93 score

Gregory Lamonica

CRD Number: 5509402
Current Firm: Bfc Planning, Inc.

Gregory Lamonica (CRD# 5509402) is an Investment Advisor Representative working at Bfc Planning, Inc. in Norwich, NY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Sm&r Norwich, NY Mar 2013 - Current 3
Farm Family Norwich, NY Mar 2013 - Current 3
Lpl Financial Norwich, NY Mar 2008 - Feb 2013 4
Nbt Bank Norwich, NY Jul 2005 - Feb 2013 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Gregory L. Lamonica
Phone Number: 319-447-5700
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    1,960
    ACCOUNTS
  • Average Account Value
    $115,102
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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