Unclaimed Profile

William Gregg Noble

SALTMARSH FINANCIAL ADVISORS, L.L.C.·PENSACOLA, Florida

Series 65Clean record24 years registeredSALTMARSH FINANCIAL ADVISORS, L.L.C.

900 N 12TH AVENUE, PENSACOLA, FL 32501CRD# 3070354Firm CRD# 132248

Profile Verification

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

Identity

William Gregg Noble · PENSACOLA, FL

Registration

CRD #3070354 · SALTMARSH FINANCIAL ADVISORS, L.L.C. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SALTMARSH FINANCIAL ADVISORS, L.L.C.

SALTMARSH FINANCIAL ADVISORS, L.L.C.

Aug 2004 – Mar 2021

PENSACOLA, FL

CPA GROUP INVESTMENT MANAGEMENT, LLC

Sep 2001 – Aug 2004

PENSACOLA, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 14, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SALTMARSH FINANCIAL ADVISORS, L.L.C.

CRD 132248 · SEC 801-110278

AUM

$279M

Regulatory assets under management

Employees

523 client accounts

Services offered by SALTMARSH FINANCIAL ADVISORS, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SALTMARSH FINANCIAL ADVISORS, L.L.C. →

Introduction

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Frequently Asked Questions

What services does William Gregg Noble offer?

William Gregg Noble specializes in Financial Planning, Investment Management.

What are William Gregg Noble's credentials?

William Gregg Noble is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Gregg Noble located?

William Gregg Noble is based in PENSACOLA, Florida, last registered with SALTMARSH FINANCIAL ADVISORS, L.L.C..

How does William Gregg Noble charge for services?

William Gregg Noble's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SALTMARSH FINANCIAL ADVISORS, L.L.C.?

SALTMARSH FINANCIAL ADVISORS, L.L.C. has approximately 6 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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