Rupert Gregorio, financial advisor Porterville CA
93 score

Rupert Gregorio

CRD Number: 3068594
Current Firm: Unionbanc Investment Services, LLC

Rupert Gregorio (CRD# 3068594) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Porterville, CA and has over 16 years of experience in the finance industry.

Similar Advisors
Eric Ball, financial advisor Porterville CA
Eric S. Ball
CRD# 1270410
Kms Financial Services, Inc.
Score
96
Similar Advisors
Karen Lindberg, financial advisor Porterville CA
Karen A. Lindberg
CRD# 2568710
Wells Fargo Advisors, LLC
Score
96
Similar Advisors
Jennifer Lindgren, financial advisor Porterville CA
Jennifer G. Lindgren
CRD# 1968204
Securities America Advisors, Inc.
Score
96
Company Name Location Dates Years
Unionbanc Investment Services Bakersfield, CA Feb 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Feb 2015 < 1
Morgan Stanley Smith Barney Bakersfield, CA Jun 2009 - Feb 2015 5
Morgan Stanley & Company, Incorporated Bakersfield, CA Mar 2008 - Feb 2015 6
Western International Securities Incline Village, NV Nov 2004 - Feb 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2000
Contact Info for Rupert B. Gregorio
Phone Number: 800-634-1100
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    773
    MILLIONS
  • Total Number of Accounts
    3,196
    ACCOUNTS
  • Average Account Value
    $241,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.