GA
Gregory W. Anderson
KESTRA ADVISORY SERVICES
Naperville, IL 60563
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CRD#: 2722390
GA
Gregory White AndersonKESTRA ADVISORY SERVICES
Professional summary
Gregory White Anderson, who also goes by Gregory W Anderson, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Naperville, Illinois and KESTRA INVESTMENT SERVICES, LLC located in Naperville, Illinois.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Gregory has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Aliases
Gregory W Anderson
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.
Business Name: Partners Wealth Management, Inc. Investment Related: Yes Address: 1700 Park St., Ste. 200 Naperville IL 60563 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 12/20/2016 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Meeting with clients, providing financial assistanceBusiness Name: The Income Benefits Group Holdings, LLC Investment Related: No Address: 1730 Park St., Ste. 217 Naperville IL 60563 Nature of Business: Real Estate Position, Title or Relationship: Member Start Date: 4/12/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Authorized signerBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 12/20/2016 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Financial consulting & Planning
CRS (Client Relationship Summary) - RIA
Click below to view Gregory White Anderson's 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®
NoneExperience
Current
December 22, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1700 Park Street, Suite 200, Naperville, IL 60563RIA
CRD#: 283330
Naperville, IL
Current
December 22, 2016 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1700 Park Street Suite 200, Naperville, IL 60563BD
CRD#: 42046
Naperville, IL
Past
March 5, 2008 - December 31, 2009
MIDWEST PROFESSIONAL PLANNERS, LTD.
RIA
CRD#: 112995
NAPERVILLE, IL
Past
January 10, 2000 - December 31, 2016
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
NAPERVILLE, IL
Past
March 22, 1996 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
March 22, 1996 - January 5, 2017
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NAPERVILLE, IL
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(12/27/2016)
RR
Alaska(7/15/2024)
RR
Arizona(12/23/2016)
RR
California(12/22/2016)
RR
Connecticut(12/22/2016)
RR
Florida(12/22/2016)
RR
Georgia(12/22/2016)
RR
Illinois(12/22/2016)
IAR
Illinois(12/22/2016)
RR
Indiana(1/5/2017)
RR
Iowa(12/22/2016)
RR
Kansas(12/22/2016)
RR
Kentucky(4/11/2018)
RR
Louisiana(12/22/2016)
RR
Massachusetts(5/5/2023)
RR
Michigan(1/3/2017)
RR
Minnesota(12/22/2016)
RR
Nevada(12/22/2016)
RR
New Jersey(12/22/2016)
RR
New York(12/22/2016)
RR
North Carolina(12/22/2016)
RR
Ohio(12/22/2016)
RR
Pennsylvania(12/27/2016)
RR
Rhode Island(12/27/2016)
RR
South Carolina(12/22/2016)
RR
Tennessee(1/29/2021)
RR
Texas(12/22/2016)
IAR
Texas(7/27/2023)
RR
Utah(12/22/2016)
RR
Virginia(12/22/2016)
RR
Washington(10/22/2021)
RR
Wisconsin(12/26/2016)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 6
Passed: 3/21/1996
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Loading...
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,359
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 192,439 |
| AUM (Assets Under Management) | $ 79,798,091,767 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
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.
