Best Investors Account Sign in
Inactive

Gregory Alan Locke

Advisory Services Network

North Wales, PA

Atlanta, GA

CRD 7181262

Claim This Profile
Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-11-14
  • PA RA
    APPROVED
    Since 2019-11-14

Branch Locations

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

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • 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
Locke And Welsh, P.C. North Wales PA 09/1988 Present
Advisory Services Network Llc Atlanta GA 11/2019 Present
  • 09/1988 → Present
    Locke And Welsh, P.C.
    North Wales, PA
  • 11/2019 → Present
    Advisory Services Network Llc
    Atlanta, GA
Other Businesses

Locke & Welsh, P.C.: CPA and owner of certified public accounting firm since 1998. Approximately 160 hours per month spent on activity, all during trading hours. Investment related.

Other Names
  • Greg Locke

View on SEC IAPD

More in North Wales, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor