Gregory Dennis
Gregory Dennis is a registered investment advisor at United Brokerage Services INC, based in Dunbar, WV, with 26 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,390 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Brokerage Services charges advisory fees that are typically calculated as a percentage of the value of your portfolio. Fees are billed quarterly in advance and are based on the quarter-end market value of your investments. Fees are negotiable depending on the services provided, portfolio complexity, and account size. The standard fee schedules follow the terms outlined in the Wells Fargo wrap fee brochure.
Location
1200 Grosscup Ave, Dunbar, WV, 25064
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Regulatory History (1)
Regulatory
August 2003Other Business Activities
Gregory works as a contractor for the FINRA Office of Dispute Resolution, starting in 2018. He serves as an arbitrator, dedicating time as needed when selected from the roster.
Employment History
Current Registrations
United Brokerage Services INC
United Brokerage Services, INCBroker
Previous Registrations
Investors Capital CORP.Broker
Investors Capital Advisory
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Nationwide Securities, INC.Broker
Nylife Securities INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations8 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.