GV
GV

Gregory Charles Vermeulen

40 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

1104 Kenilworth Drive, Suite 500, Towson, MD, 21204

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Gregory is affiliated with multiple insurance companies, selling various insurance products including life, disability, long-term care, and fixed annuities, dedicating minimal time to each. He also provides investment advisory services through SFG Wealth Management LLC, spending nearly full-time on this activity.

Employment History
Current Registrations
LPL Financial LLC
August 2025 - Present · 6 mos
Sfg Wealth Management
December 2016 - Present · 9 yrs 2 mos
LPL Financial LLCBroker
August 2006 - Present · 19 yrs 6 mos
Previous Registrations
LPL Financial LLC
August 2006 - April 2017 · 10 yrs 8 mos
Park Avenue Securities LLC
April 2004 - August 2006 · 2 yrs 4 mos
Park Avenue Securities LLCBroker
May 1999 - August 2006 · 7 yrs 3 mos
Guardian Investor Services CorporationBroker
April 1991 - May 1999 · 8 yrs 1 mo
W. S. Griffith & CO., INC.Broker
October 1985 - April 1991 · 5 yrs 6 mos
State Registrations9 states
CADCDEMDNCNYPASCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.