Gregory
Gray
Portfolio Medics, LLC
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About this Advisor
Gregory Gray is a financial advisor based in Greensboro, North Carolina, working with Portfolio Medics, LLC. Gregory has previously held positions at Symmetry Financial, Intercarolina Financial Services, Inc, Gray Financial Management, LLC, Infinex Financial Group, Burlington Alliance Capital Management, and Portfolio Medics. Gregory has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Gregory is part of Portfolio Medics, LLC, which operates out of Greensboro, North Carolina. The firm has 8 offices and 75 employees. The firm manages assets totaling $499.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Portfolio Medics, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Portfolio Medics, LLC Brokerage Details
$499,609,065
75
2,499
$199,924
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Gregory Gray Work History
Portfolio Medics
Symmetry Financial
Burlington Alliance Capital Management
Infinex Financial Group
Intercarolina Financial Services, Inc
Gray Financial Management, LLC
Disclosures
Please visit the SEC profile of Gregory Gray 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 Portfolio Medics, LLC
Canonsburg, PA
Bonita Springs, FL
Kent, WA
Britt, MN
White Pine, TN
Port Charlotte, FL
Port Charlotte, FL
Bonita Springs, FL
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