Gregg George is a registered investment advisor, based in Lake Forest, IL, with 27 years of industry experience.
Location
100 South Saunders Road, Suite 210, Lake Forest, IL, 60045
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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
Gregg is an IAR at Crescent Grove Advisors and a Managing Director at Crescent Grove Insurance, dedicating full-time hours to each. He also sits on a steering committee for Barrett Upton, providing business model guidance, which takes a few hours per week.
Employment History
Current Registrations
The Leaders Group, INC.Broker
The Leaders Group, INC.
Crescent Grove Advisors
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
BMO Asset Management CORP.
M&i Investment Management CORP.
M&i Financial Advisors, INCBroker
M&i Brokerage Services, INC.
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations6 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.