Gregory Liszka
Gregory Liszka is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Greenville, PA, with 18 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
103 Woodfield Dr, Greenville, PA, 16125
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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 Registrations25 states
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