How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Larry

ADVISOR PERSONAL BIO

As Managing Director, Greg oversees one of the top Ultra-High Net Worth Private Wealth Management teams in the nation and brings over 30 years of industry experience to the team. Greg joined Morgan Stanley Private Wealth Management in May 2015. He has been honored as one of Barron’s Magazine’s “Top 100 Financial Advisors” (2014, 2013, 2012, 2011) and as a member of the Financial Times “Top 400 Advisors” (2020, 2019, 2013). After beginning his career in Corporate Finance at Goldman Sachs, Greg moved to their Private Wealth Management Division in 1993, where he built one of the most successful teams in the world. Following Goldman Sachs, Greg joined UBS Private Wealth Management, where he was consistently recognized as one of the top professionals in the Firm. Greg earned his MBA from Harvard University in 1987, where he served as Student Body President. He received his B.S. in Sociology and English in 1985 from Brigham Young University, where he was Student Body President and one of the valedictorians. Greg grew up on a farm in Idaho with his four younger siblings. He is very close with his family and considers them his greatest treasure. His passions include travel, scuba diving, exercise, reading and motivational materials. He is involved with various community services, served as a volunteer in Indonesia, and is a member of the UNLV Foundation Advisory Board and the ASU President’s Club. Greg is an Eagle Scout.

ADVISOR PROFILE

Services Offered
Financial planning
Insurance
Executive services/Equity compensation
Trust & estate planning
Trading individual securities
Loans/credit services
Philanthropic services
Retirement planning
My Ideal Client
High Net Worth
Ultra High Net Worth

*231280- Countryview LLC; Investment related Yes; Manhattan Beach, California; Farm land; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 0; *231278- Roseside 2 LLC; Investment related Yes; Manhattan Beach, California; Farm land; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 0; *231279- Cityview LLC; Investment related Yes; Manhattan Beach, California; Farm land; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 0; *231277- Roseside 1 LLC; Investment related Yes; Manhattan Beach, California; Farm land; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 0; *325109- The L. Greg Fullmer Revocable Trust; Investment related No; Manhattan Beach, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2017; During business hours: 0; After business hours: 1; *455859 - Trust; Investment related - Yes; Rexburg , Idaho; 09/2021; During business hours: 5; After business hours: 5 *456627- Trust; Investment related Yes; Manhattan Beach, California; Trust; Trustee/Co-Trustee; 09/2021; During business hours: 1; After business hours: 0; Investment Decisions/Advice *455858- Estae; Investment related -Yes; Rexburg, Idaho; Estate; Successor Role; Activity start month/year; During business hours: 1; After business hours: 9; *456630- Trust; Investment related Yes; Manhattan Beach, California; Trust; Trustee/Co-Trustee; 09/2021; During business hours: 1; After business hours: 0; Investment Decisions/Advice

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Larry Greg Fullmer

Experience: 36 years / 3 firms

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