Gregory L. Wilson

GL TRUST

Whittier, CA 90603

Some features on this profile are disabled

CRD#: 6849983

Professional summary

Gregory L Wilson, who also goes by Greg Wilson, is a registered financial advisor currently at GL TRUST, INC. located in Whittier, California.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Gregory has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Wilson

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) - RIA

Click below to view Gregory L Wilson'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

January 29, 2021 - Present

GL TRUST, INC.

Office #1: 16131 Whittier Blvd Suite 110, Whittier, CA 90603

RIA

CRD#: 312012

Whittier, CA

Past

January 15, 2019 - September 27, 2021

DAVID ORTIZ ADVISORS, INC.

RIA

CRD#: 282161

WHITTIER, 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
(1/29/2021)

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

State Security Law Exam

IAR

Series 65

Date: 11/21/2018

Uniform Investment Adviser Law Examination

Current Firm

GL TRUST, INC.

CITADEL ASSET MANAGEMENT, INC. | ORTIZ WORLD WEALTH | NEW WAVE ADVISERS | GL TRUST, INC.

CRD#: 312012 / SEC#:

California

Registered Investment Advisory firm - (1/29/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

16131 Whittier Blvd Suite 110, Whittier, CA 90603

Mailing Address

Phone number

(800) 584-1902

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	204
AUM (Assets Under Management)	$ 25,852,888

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.

Similar Advisors

Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brea, CA

John Nguyen

MONEY CONCEPTS CAPITAL CORP

IAR

Placentia, CA

Angela Chinn

J.P. MORGAN SECURITIES LLC

IAR

Los Angeles, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gregory L. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory L Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

GL TRUST, INC.

DAVID ORTIZ ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2018

Current Firm

GL TRUST, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GL TRUST, INC.

TRUST BUT VERIFY

Similar Advisors