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Gregory Duane Gardner

The Gardner Group

Dallas, TX

CRD 2213395

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Employer firm

The Gardner Group CRD 114263

$125M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
The Gardner Group

5656 N. Central Expy Suite 500, Dallas, TX 75206 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-05-23
  • TX RA
    APPROVED
    Since 2011-05-23

Branch Locations

5656 N. Central Expy Suite 500, Dallas, TX 75206 • 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
Gardner Asset Management Group Dba The Gardner Group Dallas TX 02/1995 Present
  • 02/1995 → Present
    Gardner Asset Management Group Dba The Gardner Group
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-03-27
  • S63 Uniform Securities Agent State Law Examination
    1992-03-27
Designations
  • Certified Financial Planner

View on SEC IAPD

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