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Gregory Lauray

27 Years of Experience
Nazareth, PA
Broker

Gregory Lauray is a registered investment advisor at Cetera Investment Advisers LLC, based in Nazareth, PA, with 27 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Nazareth, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gregory owns and manages a CPA firm since 1986, dedicating full-time hours to it. He also owns Expert Tax & Accounting LLC and two rental real estate businesses, spending a few hours per week on the rental properties.

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2006 - Present · 19 yrs 5 mos
Cetera Financial Specialists LLCBroker
October 2005 - Present · 20 yrs 7 mos
Previous Registrations
C. J. M. Planning CORP.Broker
June 1998 - October 2005 · 7 yrs 4 mos
State Registrations7 states
DCDEGANCNJPAVA
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.