Gregory King (CRD# 7141770) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 2 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Orion Portfolio Solutions | Omaha, NE | Feb 2022 - Current | 2 |
| Brinker Capital | Berwyn, PA | Jun 2021 - Current | 2 |
| Brinker Capital | Berwyn, PA | Jun 2020 - Jun 2021 | 1 |
| Villanova University | Villanova, PA | Aug 2019 - May 2020 | < 1 |
| Wells Fargo Advisors | Bethesda, MD | Jun 2019 - Aug 2019 | < 1 |
| Villanova University | Villanova, PA | Aug 2018 - May 2019 | < 1 |
| Safe Splash | Bethesda, MD | Jun 2018 - Aug 2018 | < 1 |
| Villanova University | Villanova, PA | Aug 2017 - May 2018 | < 1 |
| Seven Locks Pool Club | Bethesda, MD | Jun 2017 - Aug 2017 | < 1 |
| Walt Whitman High School | Bethesda, MD | Aug 2016 - May 2017 | < 1 |
| Seven Locks Pool Club | Bethesda, MD | Jun 2016 - Aug 2016 | < 1 |
| Walt Whitman High School | Bethesda, MD | Aug 2015 - May 2016 | < 1 |
| Seven Locks Pool Club | Bethesda, MD | Jun 2015 - Aug 2015 | < 1 |
| Walt Whitman High School | Bethesda, MD | Aug 2014 - Jun 2015 | < 1 |
| Unemployed/full Time High School Student | Bethesda, MD | Jun 2014 - Aug 2014 | < 1 |
| Walt Whitman High School | Bethesda, MD | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- NE
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Total Assets Under Management53,844MILLIONS
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Total Number of Accounts299,169ACCOUNTS
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Average Account Value$179,980
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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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