GM
CFA
GM
CFA

Gregory Magnuson

20 Years of Experience
Atlanta, GA
Broker

Gregory Magnuson is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in Atlanta, GA, with 20 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)
Firm Size
837 advisors
IM Fee
Planning only
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Location

3414 Peachtree Road N.E., Suite 225, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Neuberger Berman Bd LLC
April 2013 - Present · 13 yrs 1 mo
Neuberger Berman Bd LLC
April 2013 - Present · 13 yrs 1 mo
Neuberger Berman Bd LLCBroker
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
Suntrust Robinson Humphrey, INC.Broker
July 2008 - July 2012 · 4 yrs
Suntrust Robinson Humphrey, INC.
June 2008 - August 2008 · 2 mos
Suntrust Robinson Humphrey, INC.
May 2006 - December 2007 · 1 yr 7 mos
Suntrust Robinson Humphrey, INC.Broker
February 2006 - December 2007 · 1 yr 10 mos
A. G. Edwards & Sons, INC.Broker
August 2000 - June 2002 · 1 yr 10 mos
State Registrations3 states
GAILNY
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.