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Greg Earl Chamberlain

Alpine, UT
·CRD# 3213699·27 years experience

Professional Summary

Greg Earl Chamberlain was a registered financial advisor. Greg was registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Greg had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

27 years in the financial services industry

Current & Past Employments

Unknown Firm·
165 W Canyon Crest Road, Alpine, UT 84004
October 2, 2026 - Present
COWDELL INVESTMENTS, LLC·CRD# 122933
RIA
Lehi, UT
February 1, 2018 - October 1, 2026
CURIAN CAPITAL, LLC·CRD# 120270
RIA
Denver, CO
February 19, 2013 - March 29, 2016
JACKSON NATIONAL LIFE DISTRIBUTORS LLC·CRD# 40178
BD
Denver, CO
September 7, 2007 - October 23, 2017
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
BD
Birmingham, AL
July 23, 2007 - September 4, 2007
JACKSON NATIONAL LIFE DISTRIBUTORS LLC·CRD# 40178
BD
Franklin, TN
February 26, 2002 - July 8, 2006
NATIONAL PLANNING CORPORATION·CRD# 29604
BD
Los Angeles, CA
February 15, 2000 - December 31, 2003
DIRECTED SERVICES LLC·CRD# 21675
BD
West Chester, PA
June 29, 1999 - February 8, 2000

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Current Firm

No current employment

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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.

Name of other Business: Chamberlain Financial, LLC. Investment Related: No Address of Other Business: 3049 North Crest Drive, Lehi, Utah 84043 Nature of the Other Business: Personal pass-through entity. Position: Owner, Managing Member Start Date: 10/2017 Hours per Month: 80 Number of hours during securities trading hours: 0 Description of duties: Managing member of financial pass through company. Name of Business: INDEPENDENT INSURANCE AGENT Investment Related: Yes Address of other business: 3049 North Crest Drive, Lehi, Utah 84043 Nature of business: SELLING LIFE, HEALTH, ANNUITIES, Your Position: Independent Insurance Agent Title: Independent Insurance Agent Start date: 01/2001 Hours per month: 50% TIME SPENT AS AGENT During securities trading hours: 2 hours per day Duties: Sale and review of insurance policies.

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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.
IAR
Utah
(10/2/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2013About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2013About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2002About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1999About the Series 6 exam

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CRS (Client Relationship Summary)

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

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