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Peter Gordon Greig

FINANCIAL COUNSELORS INC·OVERLAND PARK, Kansas
Series 7, Series 63, Series 65Clean record28 years registeredFINANCIAL COUNSELORS INC
5901 COLLEGE BOULEVARD, OVERLAND PARK, KS 66211CRD# 1995041Firm CRD# 106398

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Gordon Greig · OVERLAND PARK, KS
Registration
CRD #1995041 · FINANCIAL COUNSELORS INC · 28 years registered
Brand Profile
Not yet started
01

Career History

Sep 1997present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · September 29, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL COUNSELORS INC
CRD 106398 · SEC 801-48195
AUM
$15.1B
Regulatory assets under management
Employees
68
14,421 client accounts
Services offered by FINANCIAL COUNSELORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Peter Gordon Greig offer?
Peter Gordon Greig specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Peter Gordon Greig's credentials?
Peter Gordon Greig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Gordon Greig located?
Peter Gordon Greig is based in OVERLAND PARK, Kansas, working with FINANCIAL COUNSELORS INC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Peter Gordon Greig charge for services?
Peter Gordon Greig's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL COUNSELORS INC?
FINANCIAL COUNSELORS INC has approximately 68 employees and manages $15.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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