Anthony GregoryCRD Number: 1426285
Current Firm: Royal Alliance Associates, Inc.
Anthony Gregory (CRD# 1426285) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Tarpley, TX and has over 24 years of experience in the finance industry.
Investment Professionals, Inc.
|Royal Alliance||Houston, TX||Mar 2007 - Current||11|
|Various Insurance Companies||Houston, TX||Feb 2004 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1993|
- Customer Dispute
Total Assets Under Management5,420MILLIONS
Total Number of Accounts22,069ACCOUNTS
Average Account Value$245,585
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY