Gregory Fallon (CRD# 6791171) is an Investment Advisor Representative working at Highland Mb Wealth LLC in Manhattan Beach, CA and has over 6 years of experience in the finance industry.
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5779397
Madison Avenue Securities, LLC
CRD# 2485305
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Highland Mb Wealth LLC | Manhattan Beach, CA | Sep 2018 - Current | 5 |
| Capital Synergy Partners | Newport Beach, CA | Jan 2018 - Current | 6 |
| Capital Synergy Partners | Newport Beach, CA | Aug 2017 - Current | 6 |
| Gregulation Inc. | Manhattan Beach, CA | Feb 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- CA
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$625,567
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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