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Gregory J. Christian

WESPAC ADVISORS
Reno, NV 89509
Some features on this profile are disabled
CRD#: 1749795
GC

Professional summary


Gregory Joseph Christian is a registered financial advisor currently at WESPAC ADVISORS, LLC located in Reno, Nevada.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Gregory has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gregory Joseph Christian's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 3, 2009 - Present

WESPAC ADVISORS, LLC

Office #1: 735 Plumas Street, Reno, NV 89509
RIA
CRD#: 148242
Reno, NV
Past

March 22, 2004 - June 21, 2004

FINANCIAL TELESIS INC

BD
CRD#: 31012
SAN RAFAEL, CA
Past

July 10, 2002 - March 3, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
TRUCKEE, CA
Past

January 4, 1999 - March 3, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

January 30, 1997 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

April 21, 1994 - January 21, 1997

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

March 31, 1993 - March 25, 1994

LAM WAGNER, INC.

BD
CRD#: 29870
LA JOLLA, CA
Past

July 9, 1991 - December 14, 1992

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
NEWPORT BEACH, CA
Past

February 26, 1990 - June 13, 1991

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

November 25, 1987 - February 27, 1990

WEDBUSH SECURITIES INC.

BD
CRD#: 877
PASADENA, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WESPAC ADVISORS, LLC
WESPAC ADVISORS, LLC

CRD#: 148242 / SEC#: 801-69552

RIA
Registered Investment Advisory firm - (9/24/2008 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/3/2009)
IAR
Idaho
(7/28/2023)
IAR
Nevada
(6/26/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/22/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WA
WESPAC ADVISORS, LLC
WESPAC ADVISORS, LLC

CRD#: 148242 / SEC#: 801-69552

RIA
Registered Investment Advisory firm - (9/24/2008 Approved)
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Contact information


Main Address
4 Orinda Way Suite 100-b, Orinda, CA 94563
Mailing Address
735 Plumas Street, Reno, NV 89509
Phone number
(510) 287-5255
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (11 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV FORM PART 2A (7/10/2025)

Regulatory assets under management


Total Number of Accounts639
AUM (Assets Under Management)$ 1,080,141,470

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025
Cover Page
01/28/2025
07/21/2023
10/26/2022

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WESPAC ADVISORS, LLC

CRD#: 148242Reno, NV 89509

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