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Gregory Allen Dexter

FIRST SOURCE INVESTMENT PARTNERS, LLC·LONE TREE, Colorado
Unclaimed Profile
9380 STATION STREET, SUITE 535, LONE TREE, CO 80124CRD# 1467645Firm CRD# 322893
01

About

Gregory Allen Dexter is a registered financial advisor based in LONE TREE, Colorado, affiliated with FIRST SOURCE INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIRST SOURCE INVESTMENT PARTNERS, LLC
TIER ONE WEALTH MANAGEMENT
AUM
$93M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FIRST SOURCE INVESTMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1467645
Firm CRD# 322893
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory Allen Dexter offer?
Gregory Allen Dexter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LONE TREE, Colorado for a consultation.
What are Gregory Allen Dexter's credentials?
Gregory Allen Dexter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Allen Dexter located?
Gregory Allen Dexter is based in LONE TREE, Colorado, working with FIRST SOURCE INVESTMENT PARTNERS, LLC. Their office serves clients in the LONE TREE metropolitan area and surrounding communities.
How does Gregory Allen Dexter charge for services?
Gregory Allen Dexter's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST SOURCE INVESTMENT PARTNERS, LLC?
FIRST SOURCE INVESTMENT PARTNERS, LLC has approximately 4 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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