William Gregg (CRD# 1692570) is an Investment Advisor Representative working at North Shore Private Asset Management, LLC in Lake Forest, IL and has over 35 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
North Shore Private Asset Management | Lake Forest, IL | Jul 2016 - Current | 7 |
Unemployed | Lake Forest, IL | Jul 2015 - Jul 2016 | 1 |
Wayne Hummer Asset Management Company | Chicago, IL | Jun 2008 - Jul 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1988 |
S65 | NASAA Investment Advisors Law Examination | Sep 2008 |
- IL
-
Total Assets Under Management395MILLIONS
-
Total Number of Accounts424ACCOUNTS
-
Average Account Value$931,007
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
IL
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