Gregory Liszka
Gregory Liszka is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Grove City, PA, with 18 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4 Village Park Dr Ste 170, Grove City, PA, 16127
Get directionsHistory
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 independent insurance agent selling fixed annuities, life, accident, and health insurance since 2008. He is also an investment advisor representative for Vicus Capital, a financial advisor/owner of DBA Iron Point Financial, and a financial professional at Brentwood Bank, spending about a quarter of his time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Vicus Capital, INC.
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Strategic Lifestyle Advisors, INC.
Walnut Street Securities, INC.Broker
State Registrations26 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.
Exams
More Advisors
- Randall Holcombe, CFPConfluence Financial Partners
- Eric Montgomery, CFPConfluence Financial Partners
- Ronald Peters, CFP, ChFCVicus Capital, INC.
- Lucas Michael, ChFCNorthwestern Mutual Investment Services,llc
- David Cashdollar, CFPConfluence Financial Partners
- Sophia Kann, CFPConfluence Financial Partners