GH
CFP
GH
CFP

Gregory Allen Headrick

33 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,032 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.6B

Fee Structure

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Location

2835 82nd Avenue Se, Ste 100, Mercer Island, WA, 98040

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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 an insurance agent with Highland Capital since 2008, selling life insurance products a few hours per week. He also serves as support staff for UCDS, a private school, and owns multiple rental properties, dedicating minimal time to these activities. Gregory also has a private offering investment.

Employment History
Current Registrations
Northwest Asset Management
October 2008 - Present · 17 yrs 4 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2013 - January 2025 · 12 yrs
Purshe Kaplan Sterling InvestmentsBroker
August 2008 - January 2013 · 4 yrs 5 mos
UBS Financial Services INC.
August 2006 - August 2008 · 2 yrs
UBS Financial Services INC.Broker
August 2006 - August 2008 · 2 yrs
Piper Jaffray & CO.
March 1998 - August 2006 · 8 yrs 5 mos
Piper Jaffray & CO.Broker
September 1992 - August 2006 · 13 yrs 11 mos
State Registrations3 states
NHTXWA
Advisor
Exams
No exam information available for this advisor.
Gregory Allen Headrick - Financial Advisor | TrueAdvisor