How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Gregory

ADVISOR PROFILE

Services Offered
Retirement Planning
Investment Planning
Compensation Structure
Commission and Fee

1)WHITECHILI CATTLE CO LLC POSITION: President NATURE: Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 40025 N. 107th St., Scottsdale AZ 85262, United States DESCRIPTION: none 2)DISCIPLINED ADVISORS GROUP POSITION: Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2006 ADDRESS: 7373 N. SCOTTSDALE ROAD, Scottsdale AZ 85253, United States DESCRIPTION: DBA 3)WHITECHILI PARTNERS LLP POSITION: Limited Partner NATURE: Family Investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 15215 N. Kierland Blvd, Unit 538, Scottsdale AZ 85254, United States DESCRIPTION: Family Investments 4)CONCORD UNIVERSITY POSITION: Chairman of the Investment committee NATURE: Non Profit INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/04/2018 ADDRESS: PO BOX 1000, Athens WV 24712, United States DESCRIPTION: Manage Foundation's funds; Oversee the investments

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Gregory Mark Allen

Experience: 50 years / 6 firms

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