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Greg Feirman
TOP GUN FINANCIAL PLANNING
San Carlos, CA
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CRD#: 5149219
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Professional summary
Greg Feirman is a registered financial advisor currently at TOP GUN FINANCIAL PLANNING located in San Carlos, California.
Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Greg has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Greg Feirman'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®
NoneExperience
Current
December 19, 2023 - Present
TOP GUN FINANCIAL PLANNING
RIA
CRD#: 140834
San Carlos, CA
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
California(12/19/2023)
Exams
Current Firm
TG
TOP GUN FINANCIAL PLANNING
FEIRMAN, GREGORY CRAIG | TOP GUN FINANCIAL PLANNING
CRD#: 140834 / SEC#:
California
Registered Investment Advisory firm - (10/13/2025 Termination Requested)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5 Mayflower Lane, San Carlos, CA 94070
Mailing Address
Phone number
(916) 224-0113
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 1,331,222 |
Red Flags
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