Mark Gregor, financial advisor Saint Louis MO
93 score

Mark Gregor

CRD Number: 5400575
Current Firm: Midwestern Securities Trading Company,llc

Mark Gregor (CRD# 5400575) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Saint Louis, MO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Members 1st Credit Union St Louis, MO Nov 2015 - Current 1
Midwestern Securities Trading Co East Peoria, IL Aug 2010 - Current 6
First Missouri Credit Union St Louis, MO Aug 2010 - Current 6
Southpointe Credit Union St Louis, MO Mar 2013 - Nov 2015 2
Edward Jones St. Louis, MO Aug 2007 - May 2010 2
Turfmasters, Inc. Moscow Mills, MO Feb 2004 - Aug 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Mark A. Gregor
Phone Number: 309-699-6786
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    247
    MILLIONS
  • Total Number of Accounts
    1,428
    ACCOUNTS
  • Average Account Value
    $172,969
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MO, MT, NC, NM, NV, NY, OR, PA, TX, VT, WI

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

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