Best Investors Account Sign in
Inactive

Gregory Scott Phelps

Griffith & Werner, Inc.

Canton, GA

Claim This Profile
Current Employers
Griffith & Werner, Inc.

111 Mountain Brook Drive Suite 208, Canton, GA 30115 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2008-01-29
  • GA RA
    APPROVED
    Since 2008-01-29

Branch Locations

111 Mountain Brook Drive Suite 208, Canton, GA 30115 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Griffith & Werner, Inc. Coral Springs FL 06/2003 Present
Lincoln Financial Securities Corporation Canton GA 07/2003 08/2017
Proequities Inc Canton GA 08/2017 11/2019
  • 06/2003 → Present
    Coral Springs, FL
  • 07/2003 → 08/2017
    Lincoln Financial Securities Corporation
    Canton, GA
  • 08/2017 → 11/2019
    Proequities Inc
    Canton, GA
Other Businesses

1)dba -- GRIFFITH & WERNER, INC.;INVESTMENT RELATED; 109 MOUNTAIN BROOK DRIVE, SUITE 100, CANTON, GA 30115; INSURANCE, FINANCIAL AND ADVISORY SERVICES (RIA); PRESIDENT/PRODUCER/INVESTMENT ADVISOR; START DATE 06/2003; 30 HOURS PER MONTH WITH ALL 30 HOURS PER MONTH OCCURRING DURING TRADING HOURS; OFFERING ACCIDENT AND HEALTH, TRADITIONAL LIFE INSURANCE, DISABILITY INCOME PRODUCTS AND FIXED/INDEXED ANNUITY PRODUCTS IN ADDITION TO INVESTMENT ADVISOR, FEE-BASED SERVICES. 2) THE COLLEGE FAMILY PLAN; INVESTMENT RELATED; 107 MOUNTAIN BROOK DRIVE, SUITE 108, CANTON, GA 30115; FINANCIAL PLANNING; PRESIDENT; 10 - 20 HOURS PER MONTH WITH ALL HOURS OCCURRING DURING TRADING HOURS; COLLEGE FINANCIAL PLANNING. GRIFFITH & WERNER, INC DBA PRESH PHARMING POSITION: owner NATURE: agriculture INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2015 ADDRESS: 816 Old Hornage Rd., Ball Ground GA 30107, United States DESCRIPTION: It is part time farming that I do primarily with my family.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-01-25
S63 Uniform Securities Agent State Law Examination 2004-12-14
  • S65 Uniform Investment Adviser Law Examination
    2005-01-25
  • S63 Uniform Securities Agent State Law Examination
    2004-12-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Canton, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor