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Greg Skinner

VACAVILLE, CA 95688
Some features on this profile are disabled
CRD#: 2065768
GS
Greg Skinner

Professional summary


Greg Skinner, who also goes by Greg T Skinner, Greg Thomas Skinner, was a registered financial advisor .

Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Greg had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 51 and Series 26 exams.

At a Glance


Always Fiduciary

Aliases


Greg T Skinner | Greg Thomas Skinner

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.
1. 11/29/2017 - Financial Celebrations - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Owner; Oversees company hiring and operations; Providing loan products, home financial va brokerage sources - start date 2002 - 15% time spent per month. 2. 11/29/2017 - GTS Investment Advisory Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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

September 17, 2026 - Present

Office #1: 190 S Orchard Ave Suite B240, Vacaville, CA 95688
VACAVILLE, CA
Past

November 29, 2017 - September 30, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
VACAVILLE, CA
Past

November 29, 2017 - September 30, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
VACAVILLE, CA
Past

October 30, 2007 - November 29, 2017

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
VACAVILLE, CA
Past

May 17, 2002 - November 29, 2017

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
VACAVILLE, CA
Past

February 15, 2002 - February 22, 2002

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

February 15, 2002 - May 20, 2002

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

September 17, 1990 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

September 17, 1990 - February 20, 2002

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

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
(9/17/2026)
IAR
Texas
(9/17/2026)

Exams


What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 3/27/2007
Uniform Combined State Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 2/7/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 1/30/2007
General Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
PR
Series 51
Status Unavailable
Passed: 4/23/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
PR
Series 26
Status Unavailable
Passed: 4/26/2002
Investment Company Products/Variable Contracts Principal Examination

Current firm


No current employment

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


No current employment

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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