Unclaimed Profile

Gregory Hamilton Wilson

AWH FINANCIAL, LLC·BALA CYNWYD, Pennsylvania

SIE, Series 7, Series 6624 years registeredAWH FINANCIAL, LLC

ONE BELMONT AVENUE, BALA CYNWYD, PA 19004CRD# 4479947Firm CRD# 285183

Profile Verification

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

Identity

Gregory Hamilton Wilson · BALA CYNWYD, PA

Registration

CRD #4479947 · AWH FINANCIAL, LLC · 24 years registered

Brand Profile

Not yet started

Career History

AWH FINANCIAL, LLC

Feb 2023 – present

PST ADVISORS, LLC

Jan 2011 – present

EQUITABLE ADVISORS, LLC

Jul 2002 – present

KARR BARTH FINANCIAL PLANNING, INC.

Sep 2004 – May 2014

BALA CYN WYD, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 5, 2002

Years registered · 24

Disclosure History

2009Customer Dispute·Settled

2004Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

AWH FINANCIAL, LLC

CRD 285183 · SEC 801-128902

Employees

Total firm employees

Services offered by AWH FINANCIAL, LLC

Per Form ADV

Security ratings or pricing services

View all advisors at AWH FINANCIAL, LLC →

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 →

Looking for a financial advisor in BALA CYNWYD?

Browse all registered financial advisors in BALA CYNWYD, Pennsylvania or claim this profile if it's yours.

Browse BALA CYNWYD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gregory Hamilton Wilson offer?

Gregory Hamilton Wilson is a registered financial advisor in BALA CYNWYD, Pennsylvania. Contact their office for details on services offered.

What are Gregory Hamilton Wilson's credentials?

Gregory Hamilton Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Hamilton Wilson located?

Gregory Hamilton Wilson is based in BALA CYNWYD, Pennsylvania, working with AWH FINANCIAL, LLC. Their office serves clients in the BALA CYNWYD metropolitan area and surrounding communities.

How does Gregory Hamilton Wilson charge for services?

Gregory Hamilton Wilson's firm is compensated through other: percentage of fees solicited. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AWH FINANCIAL, LLC?

AWH FINANCIAL, LLC has approximately 36 employees. 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 →