Gregory Metcalf is a registered investment advisor, based in Steubenville, OH, with 35 years of industry experience.
Location
626 North 4th Street, Suite 101, Steubenville, OH, 43952
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Regulatory History
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 is the owner/CEO of Cardinal Wealth Management and an advisory representative of a RIA. He is also an independent insurance agent for various independent insurance companies and holds several positions in non-profit and political organizations, as well as coaching at Franciscan University.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Hazlett, Burt & Watson, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Financial Horizons Securities CorporationBroker
Pruco Securities CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations17 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.