Gregory Michael Thorn

CFP

Sunbelt Securities

30 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Sunbelt Securities

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

64 advisors

Number of Clients

5,355 clients

Average Client Portfolio

$378K average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

370 S Nolen Dr Ste 100, Southlake, TX, 76092

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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.

Other Business ActivitiesSells Insurance

Gregory is a registered representative with TFG Investment Group and is involved with Thorn Financial Group LLC for tax preparation and accounting. He also owns real estate through Thorn Properties LLC, Dragons of Southlake LLC, and Westlake Realty LLC, and sells life insurance and fixed annuities, dedicating minimal time to this.