Andrew Gregory (CRD# 5192163) is an Investment Advisor Representative working at Elan Wealth Management, LLC in Southern Shores, NC and has over 17 years of experience in the finance industry.
CRD# 1192106
Edward Jones
CRD# 2368874
Pnc Investments
CRD# 5775322
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Global Advisory, LLC | Virginia Beach, VA | Mar 2024 - Current | < 1 |
| Steward Partners Investment Solutions, LLC | Virginia Beach, VA | Mar 2024 - Current | < 1 |
| Steward Partners Investment Advisory, LLC | Virginia Beach, VA | Mar 2024 - Current | < 1 |
| Elan Wealth Management, LLC | Virginia Beach, VA | Dec 2023 - Current | < 1 |
| Monaco Capital Management, LLC | Virginia Beach, VA | Dec 2023 - Mar 2024 | < 1 |
| Freedom Street Partners, LLC | Chesapeake, VA | Nov 2016 - Mar 2024 | 7 |
| Raymond James Financial Services Advisors Inc. | Suffolk, VA | Nov 2016 - Dec 2023 | 7 |
| Raymond James Financial Services Advisors Inc. | Suffolk, VA | Nov 2016 - Dec 2023 | 7 |
| Edward Jones | St. Louis, MO | Jul 2006 - Nov 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- NC
- TX
- VA
-
Total Assets Under Management135MILLIONS
-
Total Number of Accounts412ACCOUNTS
-
Average Account Value$327,611
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
FL, NC, TX, VA
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