Gregory
Locke

Advisory Services Network

CRD#7181262
Investment Advisor
in North Wales, PA

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About this Advisor

Gregory Locke is a financial advisor based in North Wales, Pennsylvania, working with Advisory Services Network. Gregory has previously held positions at Locke And Welsh, P.C and Advisory Services Network LLC. Gregory is registered to provide services in Pennsylvania. Currently, Gregory is part of Advisory Services Network, which operates out of North Wales, Pennsylvania. The firm has 84 offices and 215 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and 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 Advisory Services Network includes asset-based, hourly, and fixed fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1501 Lower State Rd. Suite 302
North Wales, PA 19454

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Advisory Services Network Brokerage Details

Total Assets Under Management

$6,818,718,908

PA Average: $3,570,121,308
Total Number of Employees

215

PA Average: 58
Total Number of Accounts

24,286

PA Average: 1,608
Average Account Size

$280,767

PA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Gregory Locke Work History

2019 - Present (6 years)

Advisory Services Network LLC

1988 - Present (37 years)

Locke And Welsh, P.C

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gregory Locke 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 Advisory Services Network

David Eaton
Atlanta, GA
Michael Miller
Mequon, WI
Kaleb Bridgemohan
Atlanta, GA
Edmund Hilston
Merrimack, NH
Matthew Dowell
Tampa, FL
Andrew Schorr
Atlanta, GA
Edward Egliskis
San Antonio, TX
Nicole Horsch
Atlanta, GA

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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