Gregory Ocker
Gregory Ocker is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fayetteville, PA, with 26 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
Firm Size
IM Fee
Assets Under Management
Location
4148 Lincoln Way East, Fayetteville, PA, 17222
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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
Gregory sells equity indexed annuities through Avantax Insurance Agency and HSA health plans as an independent insurance agent for Golden Rule Health Ins. He also owns rental property and is a member of United Ventures, LLA, handling bookkeeping and tax preparation for their window treatment franchise.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations13 states
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