Gregory Drew is a registered investment advisor, based in San Antonio, TX, with 26 years of industry experience.
Location
4079 De Zavala Road, San Antonio, TX, 78249
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory sells and services fixed insurance products, dedicating minimal time to this activity. He also owns rental real estate and is a board member of The Coppini Academy of Fine Arts.
Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs
Independent Financial Partners
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
March 2011 - May 2019 · 8 yrs 2 mos
LPL Financial LLC
March 2011 - March 2013 · 2 yrs
Sunset Financial Services, INC.
February 2006 - March 2011 · 5 yrs 1 mo
Sunset Financial Services, INC.Broker
January 2006 - March 2011 · 5 yrs 2 mos
USAA Investment Management CompanyBroker
June 1987 - December 1990 · 3 yrs 6 mos
Dean Witter Reynolds INC.Broker
January 1984 - August 1986 · 2 yrs 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.