Gregory Cotter is a registered investment advisor at Chi-Rho Financial, LLC, based in Baton Rouge, LA, with 16 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $1.2B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Baton Rouge, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a director and Vice Chairman of Greater Baton Rouge Food Bank Mission Support, Inc (GBRFBMS), a non-profit organization that invests the wealth accumulated by the Food Bank. Gregory spends minimal time on this activity, primarily during trading hours.
Employment History
Current Registrations
Chi-Rho Financial, LLC
Previous Registrations
Register Financial Associates, INC.Broker
Emergent Financial Group, INC.Broker
State Registrations1 state
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