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GV

Gregory M. Vanmarter

BRIGHTHOUSE SECURITIES
Charlotte, NC
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CRD#: 4293566
GV

Professional summary


Gregory Michael Vanmarter, who also goes by Gregory Van Marter, is a registered financial professional currently at BRIGHTHOUSE SECURITIES, LLC located in Charlotte, North Carolina.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 2000. Gregory has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gregory Van Marter

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 Gregory Michael Vanmarter'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

May 13, 2020 - Present

BRIGHTHOUSE SECURITIES, LLC

BD
CRD#: 285300
Charlotte, NC
Past

September 5, 2012 - January 7, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
CHARLOTTE, NC
Past

July 1, 2011 - August 9, 2012

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
CHARLOTTE, NC
Past

December 11, 2008 - June 23, 2011

SUNSET FINANCIAL SERVICES, INC.

BD
CRD#: 3538
KANSAS CITY, MO
Past

November 5, 2007 - November 10, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

January 1, 2004 - July 18, 2007

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
CHARLOTTE, NC
Past

August 2, 2001 - January 1, 2004

TEACHERS PERSONAL INVESTORS SERVICES, INC.

BD
CRD#: 36130
NEW YORK, NY
Past

December 6, 2000 - July 12, 2001

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

State Registrations and Notice Filings


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

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
Montana
(5/13/2020)
RR
New Mexico
(12/10/2024)
RR
New York
(5/13/2020)
RR
North Carolina
(5/15/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 12/12/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BS
BRIGHTHOUSE SECURITIES, LLC
BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300 / SEC#: , 8-69845

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
11225 North Community House Road, Charlotte, NC 28277
Mailing Address
11225 North Community House Road, Charlotte, NC 28277
Phone number
(800) 848-3854
Established
Delaware since 02/01/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BRIGHTHOUSE HOLDINGS, LLCSOLE MEMBER (SHAREHOLDER)
BEAULIEU, PHILIP JOHNATHONVICE PRESIDENT5300540
DAVIS, MICHAEL BENJAMINVICE PRESIDENT1742347
LAMBERT, MYLES JOSEPHCHAIRMAN PRESIDENT AND CEO3107551
LEINTZ, DONALD ANTHONYVICE PRESIDENT4374813
MACILVANE, KEVIN MICHAEL JRVICE PRESIDENT5164574
MARTINEZ, JOHN GREGORYPRINCIPAL FINANCIAL OFFICER2210722
MORGAN, JANET MARIEVICE PRESIDENT6770849
NIGRO, GERARD JOSEPHSENIOR VICE PRESIDENT1577003
PROHONIC, KRISTIN LEECHIEF COMPLIANCE OFFICER3048592

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


BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300Charlotte, NC

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