GS
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Gregory Grant Simons

1 Year of Experience
Broker
Areas of Practice
Insurance PlanningReal Estate Investing
Compensation
Fee-Only (AUM)
Firm Size
47 advisors
Number of Clients
842 clients
Average Client Portfolio
$198K average
Assets Under Management
$166.5M
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Location

101 Suncrest Towne Centre, Morgantown, WV, 26505

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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 owns and operates an online retail business, A Proper Bar, selling household items and sports memorabilia. He spends a few hours per week on this non-investment related activity.

Employment History
Current Registrations
Wesbanco Securities, INC.
May 2025 - Present · 9 mos
Wesbanco Securities, INC.Broker
November 2024 - Present · 1 yr 3 mos
State Registrations1 state
WV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Gregory Grant Simons - Financial Advisor | TrueAdvisor