Gregory Beal

Current Employers

Employment History

• 05/2016 → 03/2018
  Advised Asset Group, Llc
  Greenwood Village, CO
• 05/2018 → 04/2021
  Morgan Stanley
  Boulder, CO
• 04/2021 → Present
  Western Wealth Management
  Golden, CO
• 07/2023 → Present
  Lpl Financial Llc
  Golden, CO

Previous Registrations

• 2018-05-24 → 2021-06-07
  Morgan Stanley
  Boulder, CO
• 2016-06-24 → 2018-03-09
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 2015-11-18 → 2016-05-16
  Cetera Advisors Llc
  Greenwood Village, CO
• 2006-04-18 → 2008-11-13
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO

Other Businesses

1) 07/31/2023 - Investment & Retirement Center Located at Columbin - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 10% Time spent. 2) 07/31/2023 - Divedend Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 200 Hours per month 3) 08/01/2023 - western Wealth Management Llc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date 3/31/2023 - 160 Hours Per Month/ 7 Hours During Trading - Time Spent 100% - I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 8/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 08/01/2023 - Dividend Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date 6/13/2023 - 160 Hours Per Month/ 7 Hours During Trading - Time Spent 100% - I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 8/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-18

Designations

Other Names

• Gregory Beal
• Gregory Reid Beal