Unclaimed Profile

Gregory Allen Dexter

FIRST SOURCE INVESTMENT PARTNERS, LLC·LONE TREE, Colorado

Clean recordFIRST 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Gregory

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gregory is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

FIRST SOURCE INVESTMENT PARTNERS, LLC

TIER ONE WEALTH MANAGEMENT

AUM

$93M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 1467645

Firm CRD# 322893

View on FINRA BrokerCheck →

Looking for a financial advisor in LONE TREE?

Browse all registered financial advisors in LONE TREE, Colorado or claim this profile if it's yours.

Browse LONE TREE Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →