Greg P. Bourbeau
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Greg Philip Bourbeau, who also goes by Greg Phillip Bourbeau, Gregory Philip Bourbeau, was a registered financial professional .
Greg is a previously registered financial professional and started their career in finance in 1981. Greg had worked at 10 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 2, 2004 - January 2, 2013
CAMDEN FINANCIAL SERVICES
March 25, 2002 - May 30, 2003
CROWN CAPITAL SECURITIES, L.P.
March 31, 1999 - December 31, 2000
MUTUAL SERVICE CORPORATION
December 7, 1987 - March 31, 1999
TITAN/VALUE EQUITIES GROUP, INC.
July 17, 1987 - January 26, 1988
GRANITE CAPITAL
February 9, 1987 - June 12, 1987
ALPINE BROKER SERVICES CORP.
March 7, 1986 - December 22, 1986
PLANVEST CAPITAL CORPORATION
November 12, 1984 - April 1, 1986
CRONOS SECURITIES CORP
February 25, 1982 - October 16, 1984
CROWELL, WEEDON & CO.
December 15, 1981 - March 23, 1982
THOMSON MCKINNON SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CAMDEN FINANCIAL SERVICES
CRD#: 19925 / SEC#: , 8-37303
Contact information
FINRA licenses (5 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| UCCIFERRI, LOUIE | PRESIDENT, FINOP, CHIEF COMPLIANCE OFFICER, AML-CO | 1156956 |
Red Flags
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