Peter Gregory is a CFA, CFP-designated registered investment advisor, based in Edmond, OK, with 45 years of industry experience.
Location
869 East 33rd St, Edmond, OK, 73013
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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
Peter is a registered representative and investment advisor representative with LIFEMORE Financial Group, spending full-time hours in this role. He is also an agent for IFP Insurance Group, selling non-variable insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
LPL Financial LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Calvert Securities CorporationBroker
A. G. Edwards & Sons, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.