Gregory Steele, financial advisor Solvang CA

Gregory Steele

CRD Number: 1398858
Current Firm: G.c. Steele & Company

Gregory Steele (CRD# 1398858) is an Investment Advisor Representative working at G.c. Steele & Company in Solvang, CA and has over 37 years of experience in the finance industry. Gregory Steele has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
G.c. Steele & Company Solvang, CA Jul 1985 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1986
Contact Info for Gregory C. Steele
Phone Number: 805-693-8900
Registered State(s):
  • CA
Current Firm Details
G.c. Steele & Company
Firm's CRD Number: 136953
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $189,043
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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