Unclaimed Profile

Gregory Allen Dexter

FIRST SOURCE INVESTMENT PARTNERS, LLC·LONE TREE, Colorado

SIE, Series 7, Series 66Clean record13 years registeredFIRST SOURCE INVESTMENT PARTNERS, LLC

9380 STATION STREET, SUITE 535, LONE TREE, CO 80124CRD# 1467645Firm CRD# 322893

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Allen Dexter · LONE TREE, CO

Registration

CRD #1467645 · FIRST SOURCE INVESTMENT PARTNERS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

TIER ONE WEALTH MANAGEMENT

Oct 2022 – present

TIER ONE WEALTH MANAGEMENT

Oct 2022 – Oct 2022

LONE TREE, CO

SPC

Feb 2015 – Oct 2022

LONE TREE, CO

AMERIPRISE FINANCIAL SERVICES, INC.

Jan 2013 – Feb 2015

LONE TREE, CO

AXA ADVISORS, LLC

Jan 2013 – Jan 2013

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 3, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST SOURCE INVESTMENT PARTNERS, LLC

CRD 322893 · SEC 801-126595

AUM

$93M

Regulatory assets under management

Employees

353 client accounts

Services offered by FIRST SOURCE INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRST SOURCE INVESTMENT PARTNERS, LLC →

Introduction

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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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