Gregory Giles is a registered investment advisor, based in Irvine, CA, with 15 years of industry experience.
Location
Irvine, CA
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is an investment advisor and CPA, managing investments and providing tax/accounting services. He also owns an insurance business and a government finance consulting business, and spends about 10% of his time on TCFG Insurance Solutions LLC.
Employment History
Current Registrations
Tcfg Wealth Management, LLC
April 2016 - Present · 10 yrs
Tcfg Wealth Management, LLCBroker
April 2016 - Present · 10 yrs
Tcfg Investment Advisors, LLC
April 2016 - Present · 10 yrs
Previous Registrations
Crown Capital Securities, L.P.
September 2013 - April 2016 · 2 yrs 7 mos
Demars Financial Group
April 2011 - November 2012 · 1 yr 7 mos
Crown Capital Securities, L.P.Broker
May 2010 - April 2016 · 5 yrs 11 mos
State Registrations6 states
AZCANVTXUTVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.