GA
GA
Gregory Anderson
30 Years of Experience
Naperville, IL
2 DisclosuresBrokerSells Insurance
Gregory Anderson is a registered investment advisor, based in Naperville, IL, with 30 years of industry experience.
Location
1700 Park Street, Suite 200, Naperville, IL, 60563
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Regulatory History (2)
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Customer Dispute
January 2024Settled
Customer Dispute
October 2009Denied
Other Business ActivitiesSells Insurance
Gregory is a financial advisor for both Partners Wealth Management, Inc. and Kestra Advisory Services, LLC, dedicating full-time hours to these roles. He is also a member of The Income Benefits Group Holdings, LLC, a real estate company, spending minimal time as an authorized signer.
Employment History
Current Registrations
Kestra Advisory Services, LLC
December 2016 - Present · 9 yrs 5 mos
Kestra Investment Services, LLCBroker
December 2016 - Present · 9 yrs 5 mos
Kestra Investment Services, LLC
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Midwest Professional Planners, LTD.
March 2008 - December 2009 · 1 yr 9 mos
AXA Advisors, LLC
January 2000 - December 2016 · 16 yrs 11 mos
AXA Advisors, LLCBroker
March 1996 - January 2017 · 20 yrs 10 mos
The Equitable Life Assurance Society of the United StatesBroker
March 1996 - January 2000 · 3 yrs 10 mos
State Registrations30 states
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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.