Gregory Teal (CRD# 4768591) is an Investment Advisor Representative working at Invicta Advisors LLC in Upper Chichester, PA and has over 20 years of experience in the finance industry. Gregory Teal 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.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invicta Capital LLC | Monroeville, AZ | Nov 2018 - Current | 5 |
| Invicta Advisors LLC | Monroeville, PA | Nov 2018 - Current | 5 |
| Trustmont Financial Group, Inc. | Greensburg, PA | May 2007 - Nov 2018 | 11 |
| Trustmont Advisory Group, Inc. | Greensburg, PA | May 2007 - Nov 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2004 |
- PA
-
Total Assets Under Management192MILLIONS
-
Total Number of Accounts1,192ACCOUNTS
-
Average Account Value$161,311
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, DE, FL, IL, LA, MI, NJ, OH, PA, TX, VT, WA, WV
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