Gregory Teal is a CFP-designated registered investment advisor, based in Upper Chichester, PA, with 21 years of industry experience.
Location
1318 Meetinghouse Road, Upper Chichester, PA, 19061
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is involved in several business activities, including insurance sales (life, disability, LTC, and annuities), tax preparation, and accounting services through Your Best Interest Financial Services Inc. He also serves as an elder at Valley Point Church, reviews 401k accounts for a fee, and owns/manages Teal Financial Services, Teals Fun Services DBA Fun Services, JPRG Enterprises LLC, JPRG Enterprises II, LLC, and The Ultimate Man App/Family App/Family LLC. These activities take varying amounts of Gregory's time, from minimal to about a quarter of his time.
Employment History
Current Registrations
Invicta Capital LLCBroker
Invicta Advisors LLC
Previous Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Princor Financial Services CorporationBroker
State Registrations4 states
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