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Gregory Smith
18 Years of Experience
Hendersonville, TN
1 DisclosureBrokerSells Insurance
Gregory Smith is a registered investment advisor, based in Hendersonville, TN, with 18 years of industry experience.
Location
Hendersonville, TN
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Regulatory History (1)
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Judgment / Lien
July 2025Other Business ActivitiesSells Insurance
Gregory is the owner of Storied Wealth PS since 2019, dedicating about 10-20% of his time to trading. He is also an independent insurance agent for various companies since 2009, spending a few hours per week on trading, and an advisory representative of a RIA since 2022, spending nearly full-time hours trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Cambridge Investment Research Advisors, INC.
July 2022 - Present · 3 yrs 10 mos
Cambridge Investment Research, INC.
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
LPL Financial LLC
May 2012 - July 2022 · 10 yrs 2 mos
LPL Financial LLCBroker
May 2012 - July 2022 · 10 yrs 2 mos
Wells Fargo Advisors, LLC
January 2011 - May 2012 · 1 yr 4 mos
Wells Fargo Advisors, LLCBroker
January 2011 - May 2012 · 1 yr 4 mos
Wells Fargo Investments, LLC
July 2007 - January 2011 · 3 yrs 6 mos
Wells Fargo Investments, LLCBroker
June 2007 - January 2011 · 3 yrs 7 mos
State Registrations7 states
AZCAFLORRITNWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.