Gregory Williamson, financial advisor Lexington KY

Gregory Williamson

CRD Number: 727192
Current Firm: Sunbelt Securities

Gregory Williamson (CRD# 727192) is an Investment Advisor Representative working at Sunbelt Securities in Lexington, KY and has over 43 years of experience in the finance industry.

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Company Name Location Dates Years
Sunbelt Securities Inc. Houston, TX Sep 2019 - Current 4
Lexington Investment Company Inc (ria) Lexington, KY Jun 1990 - Dec 2019 29
Lexington Investment Company, Inc. (bd) Lexington, KY Jun 1990 - Dec 2019 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1981
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gregory L. Williamson
Phone Number: 713-965-9510
Registered State(s):
  • KY
  • NY
By the Numbers
  • Total Assets Under Management
    1,782
    MILLIONS
  • Total Number of Accounts
    5,010
    ACCOUNTS
  • Average Account Value
    $355,690
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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