GL
CFP
GL
CFP

Gregg Lunceford

19 Years of Experience
Chicago, IL
Broker

Gregg Lunceford is a CFP-designated registered investment advisor, based in Chicago, IL, with 19 years of industry experience.

Location

353 N. Clark St, Chicago, IL, 60654

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gregg is an officer in his spouse's consulting practice, dedicating minimal time to occasional speaking or lecturing. He also serves on the American Heart Association's Investment Committee and owns GML, LLC for book sales and presentations, dedicating a few hours per week to each.

Employment History
Current Registrations
Mesirow Financial Investment Management, INC.
July 2017 - Present · 8 yrs 10 mos
Mesirow Financial, INC.Broker
July 2017 - Present · 8 yrs 10 mos
Mesirow Financial, INC.
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
April 2016 - July 2017 · 1 yr 3 mos
BMO Harris Financial Advisors, INC
April 2016 - July 2017 · 1 yr 3 mos
BMO Harris Financial Advisors, INC
October 2008 - December 2015 · 7 yrs 2 mos
BMO Harris Financial Advisors, INC.Broker
October 2008 - December 2015 · 7 yrs 2 mos
Northern Trust Securities, INC.Broker
January 2006 - September 2008 · 2 yrs 8 mos
State Registrations5 states
ALCAILINTX
AdvisorBrokerBoth

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.