Gregory PittsCRD Number: 4165410
Current Firm: United Advisors America
Gregory Pitts (CRD# 4165410) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 22 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Sagepoint Financial, Inc.
|United Advisors America Corporation||Prosper, TX||Aug 2014 - Current||8|
|Alliance America Corporation||University Park, FL||Apr 2014 - Current||8|
|Gregory Pitts Agency||Broken Arrow, OK||Dec 1989 - Current||33|
|Cla Usa Advisory Group, LLC||Frisco, TX||May 2014 - Aug 2014||< 1|
|Cla Usa Inc.||Frisco, TX||Aug 2013 - Jun 2014||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2000|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management183MILLIONS
Total Number of Accounts1,554ACCOUNTS
Average Account Value$117,572
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, CO, FL, GA, IA, IL, KS, KY, MA, MI, MN, MO, MS, NC, NJ, OH, OK, PA, TN, TX, VA, WI
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