Gregory Gard (CRD# 7493259) is an Investment Advisor Representative working at Primerica Advisors in Janesville, WI and has over 2 years of experience in the finance industry.
CRD# 5936170
Adler Financial
CRD# 2088227
Cetera Investment Advisers LLC
CRD# 5354977
Madison Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investments Inc. | Eau Claire, WI | Jan 2022 - Current | 2 |
Primerica Financial Services | Eau Claire, WI | Jun 2021 - Current | 2 |
Raiser | Eau Claire, WI | Nov 2020 - Apr 2021 | < 1 |
Unemployed | Eau Claire, WI | Jul 2020 - Nov 2020 | < 1 |
Liquibox Corporation | Richmond, VA | Jul 2014 - Jul 2020 | 6 |
Berry Plastics | Evansville, IN | Dec 2009 - Jul 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2022 |
S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- WI
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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