GT
Gregory S. Teal
INVICTA ADVISORS LLC
Upper Chichester, PA 19061
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CRD#: 4768591
GT
Professional summary
Gregory Scott Teal, CFP® is a registered financial advisor currently at INVICTA ADVISORS LLC located in Upper Chichester, Pennsylvania and INVICTA CAPITAL LLC located in Aston, Pennsylvania.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Gregory has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
DBA YOUR BEST INTEREST FINANCIAL SERVICES INC., 1318 MEETINGHOUSE ROAD, BOOTHWYN, PA 19061. INSURANCE SALES: LIFE INSURANCE,DISIBILTIY, LTC INDEXED AND FIXED ANNUITIES. TAX PREPARATION, PREPARE TAXES FOR INDIVIDUALS AND BUSINESSES AS ENROLLED AGENT, REGISTERED TAX RETURN PREPARER (RTRP). ACCOUNT & FINANCIAL STATEMENTS.
VALLEY POINT CHURCH, ELDER- CONDUCT & ADMINSTER BUSINESS MATTER OF THE CHURCH. PREPARE BUDGET FOR CONGREGATION TO VOTE ON.
401K PRO. REVIEW 401K PERSONAL ACCOUNTS FOR A FEE.
NOTARY PUBLIC.
MAINTAINS (AIF) ACCREDITED INVESTMENT FIDUCIARY DESIGNATION.ALSO, CFP AND CHFC PROFESSIONAL DESIGNATIONS.
DBA TEAL FINANCIAL SERVICES, 1318 MEETINGHOUSE RD, UPPER CHICHESTER, 19061. NOT HELD OUT TO THE PUBLIC AS DBA. IT IS USED FOR ACCOUNTING PURPOSES & BUSINESS STRUCTURE. 1 HPM DURING SECURITIES TRADING HOURS.
TEALS FUN SERVICES DBA FUN SERVICES, 4009 MARKET ST, ASTON, PA 19014. START DATE OF 9/2012.ACTIVITIES CONDUCTED AT THIS LOCATION INCLUDE PROVIDING HOLIDAY GIFT SHOP TO SCHOOLS, GAME PRIZES AND FUNDRAISING ACTIVITIES. 20 HPM, 10 HPM DURING SECURITIES TRADING HOURS. SOFTWARE DESIGN SERVICES, PROCUREMENT OF TABLETS & ASSOCIATED HARDWARE AND CUSTOMIZED APP FOR A CASH REGISTER. 20 HPM-10 HPM DURING SECURITIES TRADING HOURS. OWNER OF COMPANY. OVERSEEING BUSINESS OPERATIONS, SALES, MARKETING AND OPERATIONS. 10 HPM, 3 DURING SECURITIES TRADING HOURS.
MANAGING MEMBER OF JPRG ENTERPRISES, LLC, 4009 MARKET ST, UNIT O, ASTON, PA 19014. COMMERCIAL RENTAL REAL ESTATE. DUTIES INCLUDE PROPERTY OWNERSHIP, EXECUTING CONTRACTS AND PROPERTY MAINTENANCE. 2 HPM, 0 DURING SECURITIES TRADING HOURS. JPRG ENTERPRISES II, LLC, A COMMERCIAL REAL ESTATE HOLDING COMPANY FOR RENTAL INCOME. MANAGING MEMBER. SPECIFIC DUTIES WILL BE PAYING BILLS AND COLLECTING RENT.
OWNER-THE ULTIMATE MAN APP,THE ULTIMATE FAMILY APP, THE ULTIMATE FAMILY ,LLC. 2609 E. COLONIAL DRIVE, UPPER CHICHESTER, PA 19061. A FAMILY OF APPS THAT REMIND PEOPLE OF IMPORTANT DATES AND ALLOWS THEM TO PURCHASE GIFTS. DUTIES: COMPANY ADMINISTRATION/SW ARCHITECT. 5 HPW NOT DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Scott Teal'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®
CFP®
Start date: 2007
Experience
Current
October 25, 2018 - Present
INVICTA ADVISORS LLC
Office #1: 1318 Meetinghouse Road, Upper Chichester, PA 19061RIA
CRD#: 298868
Upper Chichester, PA
Current
October 31, 2018 - Present
INVICTA CAPITAL LLC
Office #1: 100 Springbrooke Road, Aston, PA 19014BD
CRD#: 288101
Aston, PA
Past
May 10, 2007 - November 15, 2018
TRUSTMONT ADVISORY GROUP, INC.
RIA
CRD#: 106015
UPPER CHICHESTER, PA
Past
May 2, 2007 - November 15, 2018
TRUSTMONT FINANCIAL GROUP, INC.
BD
CRD#: 18312
UPPER CHICHESTER, PA
Past
November 19, 2004 - May 4, 2007
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
BOOTHWYN, PA
Past
November 17, 2004 - May 4, 2007
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
BOOTHWYN, PA
Past
March 11, 2004 - October 29, 2004
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
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".
IA
INVICTA ADVISORS LLC
INVICTA ADVISORS LLC
CRD#: 298868 / SEC#: 801-114114
RIA
Registered Investment Advisory firm - (10/12/2018 Approved)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.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
Colorado(1/18/2023)
RR
Delaware(11/19/2018)
RR
New Jersey(2/4/2019)
IAR
Pennsylvania(10/25/2018)
RR
Pennsylvania(10/31/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IA
INVICTA ADVISORS LLC
INVICTA ADVISORS LLC
CRD#: 298868 / SEC#: 801-114114
RIA
Registered Investment Advisory firm - (10/12/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
527 Cedar Way Suite 101, Oakmont, PA 15139
Mailing Address
Phone number
(412) 349-8684
Established
Firm type
Fiscal year end
# of Employees
44
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,371 |
| AUM (Assets Under Management) | $ 183,496,330 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
