Gregory Owen is a registered investment advisor, based in Harrisonburg, VA, with 22 years of industry experience.
Location
1891 Virginia Ave, Harrisonburg, VA, 22802-8374
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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 is an advisory representative of a registered investment advisor (RIA) and spends nearly full-time on investment-related activities. He also receives book royalties as an author, educator, podcaster, and speaker, and is an investment advisor representative (IAR) doing business as Long Insurance & Financial Services, spending nearly full-time on investment-related activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Concorde Investment Services, LLCBroker
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Infinex Investments, INC.Broker
Bi Investments, LLCBroker
Uvest Financial Services Group, INC.Broker
State Registrations4 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.