GP
GP

Gregory Phelps

21 Years of Experience
Canton, GA
Sells Insurance

Gregory Phelps is a registered investment advisor, based in Canton, GA, with 21 years of industry experience.

Location

111 Mountain Brook Drive, Suite 208, Canton, GA, 30115

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Gregory is the President/Producer/Investment Advisor for Griffith & Werner, Inc., offering insurance, financial, and advisory services, dedicating about 10-20% of his time. He is also President of The College Family Plan, a financial planning service, spending a few hours per week, and an owner of Presh Pharming, an agricultural business, spending minimal time.

Employment History
Previous Registrations
Proequities, INC.Broker
August 2017 - November 2019 · 2 yrs 3 mos
Griffith & Werner, INC.
January 2005 - December 2025 · 20 yrs 11 mos
Lincoln Financial Securities CorporationBroker
September 2004 - September 2017 · 13 yrs
State Registrations1 state
GA
Advisor

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.