Greg Skinner
Greg Skinner is a registered investment advisor at Financial Celebrations, based in Vacaville, CA, with 36 years of industry experience. Greg is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
The maximum annual fee will not exceed 1.15% of assets under management. Fees are not negotiable and are billed quarterly in advance.
Fee Estimator
Location
190 S. Orchard Ave Ste B240, Vacaville, CA, 95688
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2002Other Business Activities
Greg owns Financial Celebrations, a DBA for his LPL business, overseeing hiring, operations, loan products, and brokerage sources, dedicating about 10-20% of his time. He also owns GTS Investment Advisory Inc, a business entity for tax/investment purposes only.
Employment History
Current Registrations
Financial Celebrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Linsco/private Ledger CORP.Broker
Financial Network Investment CorporationBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations28 states
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
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