Gregory
Teal
Invicta Advisors LLC
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About this Advisor
Gregory Teal is a certified financial planner working in Marcus Hook, Pennsylvania with 5 years of industry experience. Teal works at Invicta Advisors LLC. Teal has gained experience at Trustmont Financial Group, Inc, Trustmont Advisory Group, Inc, Invicta Capital LLC and Invicta Advisors LLC. Teal holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Invicta Advisors LLC is a company operating out of Monroeville, PA. It has offices in five locations and a total of 36 people on staff. It has $422 million in total assets between its 3,108 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 3,108 accounts, 30% belong to high-net-worth individuals who have more than $1 million in assets. Invicta Advisors LLC offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules depend on the type of financial services offered. Fees charged by Invicta Advisors LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Invicta Advisors LLC Brokerage Details
$421,922,781
36
3,108
$135,754
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gregory Teal Work History
Gregory has been registered as a financial advisor for 5 years.*
Invicta Capital LLC
Invicta Advisors LLC
Trustmont Financial Group, Inc
Trustmont Advisory Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Teal 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 Invicta Advisors LLC
Basalt, CO
Monroeville, PA
Monroeville, PA
Loveland, CO
Williamsport, PA
Monroeville, PA
Marcus Hook, PA
Marcus Hook, PA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
