GM
GM

Gregory Manning

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,481 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277

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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 Activities

Gregory works as an advisory specialist for Horizon Investments LLC, an investment management firm. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Horizon Investments LLC
February 2024 - Present · 2 yrs
Quasar Distributors, LLCBroker
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Vanguard Marketing CorporationBroker
September 2021 - May 2022 · 8 mos
State Registrations8 states
KYLAMINCOHOKPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.