Gregg Parker
Gregg Parker is a registered investment advisor at Geneos Wealth Management, INC., based in Whitinsville, MA, with 27 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 14,112 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Geneos offers investment management services where representatives continuously monitor your account and make trades when necessary. This is offered under the VIP program, where you pay transaction charges separately, and the VIP Ultra and Axiom wrap fee programs, where advisory and transaction services are bundled into one fee. The annual fee ranges from 0.00% to 2.50% of your portfolio, with a minimum fee of 0.50%. Fees and fee structures vary by representative. Advisory accounts direct with American Funds utilizing their F2 share class will have either a tiered fee of 0.50%, 0.60%, 0.80%, or 1.00% dependent upon account balance and is not negotiable or a fixed fee of 0.75% which is not negotiable.
Location
174 Church St, Whitinsville, MA, 01588
Get directionsHistory
Regulatory History (2)
Regulatory
January 2017Customer Dispute
November 2010Other Business ActivitiesSells Insurance
Gregg is an agency principal at RA. Parker Insurance Inc, selling fixed insurance products since 1990, dedicating nearly full-time hours to this. He also coaches football full-time, owns short-term vacation rentals, manages Rekrap Realty LLC for rental income, and is a notary public.
Employment History
Current Registrations
Geneos Wealth Management, INC.Broker
Geneos Wealth Management, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Cambridge Investment Research, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Capital Analysts, IncorporatedBroker
New England SecuritiesBroker
Washington Square Securities, INC.Broker
State Registrations12 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.