Lois Gregory is a registered investment advisor, based in Akron, OH, with 16 years of industry experience.
Location
One Gojo Plaza, Suite 275, Akron, OH, 44311
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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
Lois is an insurance agent selling insurance products through Avantax, dedicating about 10-20% of their time to this. Lois also works full-time as a Wealth Management Client Associate for Meaden & Moore Financial Services, providing comprehensive financial planning services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Morgan StanleyBroker
Morgan Stanley
Triad Advisors, INC.Broker
Pension Builders and Consultants/adviceware
Rehmann Financial
Royal Alliance Associates, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.