AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
GJ

Gregory Jon Martik

Pennsylvania·CRD #1296865
Dual-registered

Dual-registered at VALLEY BROOK CAPITAL GROUP

Experience
22 yrs
States
1
Exams
6
Since
2004
Est. fee
AUM / Hourly
Minimum
$5k
View profile
GJ

Gregory Jon Neville

Minnesota·CRD #2954242
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
29 yrs
States
1
Exams
5
Since
1997
Est. fee
AUM / Flat Fee
View profile
GJ

Gregory Joseph Beaulieu

Connecticut·CRD #6083262
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
14 yrs
States
3
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GJ

Gregory Joseph Boccia

New Jersey·CRD #6235618
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
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GJ

Gregory Joseph Eftink

Texas·CRD #4142728
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
25 yrs
States
2
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
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GJ

Gregory Joseph Ferone

Florida·CRD #1365828
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
41 yrs
States
2
Exams
6
Since
1985
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GJ

Gregory Joseph Kuehn

Minnesota·CRD #2071559
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
36 yrs
States
2
Exams
4
Since
1990
Est. fee
AUM / Flat Fee
View profile
GJ

Gregory Joseph Lavine

Rhode Island·CRD #4679157
Dual-registered

Dual-registered at PARSONS CAPITAL MANAGEMENT INC

Experience
16 yrs
States
1
Exams
5
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
GJ

Gregory Joseph Litts

Texas·CRD #2349612
Dual-registered

Dual-registered at AVIDIAN WEALTH SOLUTIONS

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Other
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GJ

Gregory Joseph Lutfy

New York·CRD #2386934
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
33 yrs
States
3
Exams
5
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
GJ

Gregory Joseph Rolfes

Missouri·CRD #3271782
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
27 yrs
States
1
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
GJ

Gregory Joseph Waddle

Iowa·CRD #7425838
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Fee
AUM
View profile
GJ

Gregory J. Szelung

Illinois·CRD #4338074
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
GJ

Gregory J Wilson

Connecticut·CRD #3148331
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
19 yrs
States
3
Exams
5
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
GK

Gregory K. Alle

California·CRD #6990966
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
GK

Gregory Kay Brown

Utah·CRD #1086176
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
42 yrs
States
1
Exams
5
Since
1984
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
GK

Gregory Kaye Sivaslian

California·CRD #1170835
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
43 yrs
States
1
Exams
4
Since
1983
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GK

Gregory Keith Deimund

Missouri·CRD #1913581
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
36 yrs
States
2
Exams
6
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
GK

Gregory Keith Foster

Georgia·CRD #6190132
Dual-registered

Dual-registered at GEORGIA WEALTH PARTNERS, LLC

Experience
12 yrs
States
1
Exams
3
Since
2014
Fee
AUM / Hourly / Flat Fee
View profile
GK

Gregory Keith Krewson

Texas·CRD #2415975
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
33 yrs
States
1
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
GK

Gregory Keith Vereen

Florida·CRD #4167706
IA Rep

Investment Adviser Rep at KOVACK ADVISORS, INC.

Experience
26 yrs
States
1
Exams
2
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
GK

Gregory Kenneth Zuspann

Minnesota·CRD #6374343
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GK

Gregory King

Nebraska·CRD #7141770
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Flat Fee / Performance-based
View profile
GK

Gregory K Record

North Carolina·CRD #6089584
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Financial Advisors - Page 1268 | AdvisorFinder