Gregory
Myers
Financial Partners, LLC
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About this Advisor
Gregory Myers is a financial advisor based in Santa Fe, New Mexico, working with Financial Partners, LLC. Gregory has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Bbva Usa Inc, Bbva Insurance Agency Inc, Bbva Securities Inc, Bbva Wealth Solutions, Inc, Pnc Investments, Bank Of America, N.A, Financial Partners, LLC, and Merrill Lynch, Pierce, Fenner & Smith Inc. Gregory has passed the Series 66 regulatory exam and is registered to provide services in New Mexico. Currently, Gregory is part of Financial Partners, LLC, which operates out of Santa Fe, New Mexico. The firm has 3 employees and manages assets totaling $121.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Financial Partners, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Partners, LLC Brokerage Details
$121,449,205
3
391
$310,612
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gregory Myers Work History
Financial Partners, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Bbva Usa Inc
Bbva Insurance Agency Inc
Bbva Securities Inc
Bbva Wealth Solutions, Inc
Pnc Investments
Charles Schwab Bank
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of Gregory Myers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Partners, LLC
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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