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N E. Gregg

CORE ADVISORY GROUP
Charlotte, NC 28210
Some features on this profile are disabled
CRD#: 3143948
NG

Professional summary

N Elizabeth Gregg, who also goes by Beth Gregg, Elizabeth Gregg Mayer Mrs., Elizabeth Gregg Wolf Mrs., is a registered financial advisor currently at CORE ADVISORY GROUP located in Charlotte, North Carolina.

N is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. N has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Beth Gregg | Elizabeth Gregg Mayer Mrs. | Elizabeth Gregg Wolf Mrs.

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 N Elizabeth Gregg'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 29, 2020 - Present

CORE ADVISORY GROUP

Office #1: 5960 Fairview Rd. Ste. 104, Charlotte, NC 28210
RIA
CRD#: 306661
Charlotte, NC
Past

January 6, 2021 - October 28, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
CHARLOTTE, NC
Past

November 6, 2008 - October 29, 2020

LPL FINANCIAL LLC

RIA
CRD#: 6413
CHARLOTTE, NC
Past

November 6, 2008 - March 6, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
CHARLOTTE, NC
Past

June 23, 2003 - December 2, 2008

EQUITY SERVICES, INC.

RIA
CRD#: 265
CHARLOTTE, NC
Past

January 6, 1999 - December 2, 2008

EQUITY SERVICES, INC.

BD
CRD#: 265
CHARLOTTE, NC

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".
CA
CORE ADVISORY GROUP
BROOKHAVEN WEALTH MANAGEMENT | STROSSER WEALTH MANAGEMENT | KING WEALTH PARTNERS | FAIRVIEW WEALTH ADVISORS | FAIRVIEW STRATEGIC PLANNING | CORE COMPLIANCE GROUP, LLC | CORE ADVISORY GROUP

CRD#: 306661 / SEC#: 801-122934

RIA
Registered Investment Advisory firm - (1/4/2022 Approved)
North Carolina
Registered Investment Advisory firm - (2/24/2022 Terminated)
South Carolina
Registered Investment Advisory firm - (2/23/2022 Terminated)
Texas
Registered Investment Advisory firm - (2/23/2022 Terminated)

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
North Carolina
(6/29/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/20/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/12/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/5/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/22/2009
Investment Company Products/Variable Contracts Principal Examination

Current Firm

CA
CORE ADVISORY GROUP
BROOKHAVEN WEALTH MANAGEMENT | STROSSER WEALTH MANAGEMENT | KING WEALTH PARTNERS | FAIRVIEW WEALTH ADVISORS | FAIRVIEW STRATEGIC PLANNING | CORE COMPLIANCE GROUP, LLC | CORE ADVISORY GROUP

CRD#: 306661 / SEC#: 801-122934

RIA
Registered Investment Advisory firm - (1/4/2022 Approved)
North Carolina
Registered Investment Advisory firm - (2/24/2022 Terminated)
South Carolina
Registered Investment Advisory firm - (2/23/2022 Terminated)
Texas
Registered Investment Advisory firm - (2/23/2022 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
744 Arden Lane Suite 175, Rock Hill, SC 29732
Mailing Address
Phone number
(803) 323-8706
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (8 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 PART 2A (3/2/2026)

Regulatory assets under management

Total Number of Accounts1,819
AUM (Assets Under Management)$ 338,381,991

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

CORE ADVISORY GROUP

CRD#: 306661Charlotte, NC 28210

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