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About this Advisor
Gregory Schepens is a certified financial planner whose office is in Austin, Texas. Currently a registered investment advisor at Comerica Securities, Schepens has 17 years of professional experience. Schepens maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Schepens can operate based out of New Mexico and Texas. Throughout their career, they have worked at Wells Fargo Investments, LLC, Cuso Financial Services, Lp, University Fedeal Credit Union, Comerica Securities, Inc and Righttrack Financial Planning. Comerica Securities is headquartered in Austin, Texas, and operates out of 32 offices in the United States. As a registered advisory firm, Comerica Securities oversees $1 billion in assets throughout 2,894 accounts and employs more than 295 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. The firm manages 2,532 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 25% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Comerica Securities can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Comerica Securities Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Gregory Schepens Work History
Gregory has 17 years of experience.
Comerica Securities, Inc
Righttrack Financial Planning
Cuso Financial Services, Lp
University Fedeal Credit Union
Wells Fargo Investments, LLC
Gregory Schepens has no disclosures.
Please visit their SEC profile for more details.