Gregg J. Forger

LINCOLN FINANCIAL DISTRIBUTORS

Radnor, PA 19087

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CRD#: 3040842

Professional summary

Gregg Jonathan Forger, who also goes by Gregory Jonathan Forger, is a registered financial professional currently at LINCOLN FINANCIAL DISTRIBUTORS, INC. located in Radnor, Pennsylvania.

Gregg is registered as a RR (Registered Representative) and started their career in finance in 2000. Gregg has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Gregory Jonathan Forger

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) - BD

Click below to view Gregg Jonathan Forger'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®

None

Experience

Current

July 28, 2014 - Present

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Office #1: 130 N Radnor-chester Rd, Radnor, PA 19087

CRD#: 145

Radnor, PA

Past

August 2, 2013 - July 9, 2014

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

June 1, 2001 - May 10, 2013

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

QUINCY, MA

Past

February 20, 2001 - April 27, 2001

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

March 31, 2000 - March 8, 2001

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

State Registrations and Notice Filings

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

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

Rhode Island
(7/28/2014)

Vermont
(7/28/2014)

Exams

State Security Law Exam

Series 63

Date: 4/6/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/23/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/30/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/24/2003

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CG EQUITY SALES COMPANY | SAGEMARK CONSULTING, INC. | LINCOLN FINANCIAL DISTRIBUTORS, INC. | CIGNA SECURITIES, INC. | CIGNA FINANCIAL ADVISORS,INC.

CRD#: 145 / SEC#: , 8-13431

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

130 N Radnor-chester Rd, Radnor, PA 19087

Mailing Address

130 N Radnor-chester Rd, Radnor, PA 19087

Phone number

(484) 583-6000

Established

Connecticut since 08/03/1967

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	SHAREHOLDER
CHRYSSIKOS, PAUL TELEMAC	SENIOR VICE PRESIDENT AND CHIEF LEGAL OFFICER	7263748
FALLER, DANIEL T	SENIOR VICE PRESIDENT, HEAD OF LFD FINANCE	6006570
GIBSON, JASON MICHAEL	VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, DISTRIBUTION	3081880
KENNEDY, JOHN CHRISTOPHER	PRESIDENT AND CHIEF EXECUTIVE OFFICER	2213083
NEPA, JARED M.	SVP, HEAD OF LIFE & MONEYGUARD DISTRIBUTION	5157819
OMORUYI, MEGAN VOGT	AVP, FINANCIAL AND OPERATIONS PRINCIPAL	7803022
SEIFERT, TIMOTHY JOHN	SENIOR VICE PRESIDENT, HEAD OF RS DISTRIBUTION	1577571
SMITH, NANCY	SECRETARY	6140078

Disclosures

Regulatory Event

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.

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Advisor Monitoring

Firm Stability Insights

Gregg J. Forger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Gregg Jonathan Forger's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUASAR DISTRIBUTORS, LLC

GUARDIAN INVESTOR SERVICES LLC

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

SIGNATOR INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/6/2000

SIE

Date: 10/1/2018

Series 7

Date: 5/23/2003

Series 6

Date: 3/30/2000

Series 24

Date: 7/24/2003

FINRA

Current Firm

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

LINCOLN FINANCIAL DISTRIBUTORS, INC.

TRUST BUT VERIFY

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