Gregory Powers is a CFP, ChFC-designated registered investment advisor, based in San Diego, CA, with 24 years of industry experience.
Location
8910 University Center Lane, Suite 11-113, San Diego, CA, 92122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a Managing Director, Financial Planner/Business Owner at Triton Point Partners, dedicating nearly full-time hours to financial and investment advisory services. He is also an Investment Adviser Representative (IAR) at Triton Point Wealth, spending about a quarter of his time on RA business.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
Tritonpoint Partners, LLC
Previous Registrations
Tritonpoint Wealth, LLC
Goldman Sachs & CO. LLCBroker
Mercer Allied Company, L.P.Broker
Cetera Advisor Networks LLCBroker
Goldman Sachs Personal Financial Management
Girard Securities, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Commonwealth Financial NetworkBroker
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.