Unclaimed Profile

Gregory Miller Towner

FIDUCIARY ALLIANCE LLC·GREENVILLE, South Carolina

Series 7, Series 9, Series 10, Series 63Clean record19 years registeredFIDUCIARY ALLIANCE LLC

511 RHETT STREET, SUITE 2A, GREENVILLE, SC 29601CRD# 3262601Firm CRD# 284924

Profile Verification

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

Identity

Gregory Miller Towner · GREENVILLE, SC

Registration

CRD #3262601 · FIDUCIARY ALLIANCE LLC · 19 years registered

Brand Profile

Not yet started

Career History

THE FIDUCIARY ALLIANCE

Sep 2016 – present

LAKEVIEW CAPITAL PARTNERS, LLC

Dec 2014 – Oct 2016

GREENVILLE, SC

BB&T ASSET MANAGEMENT, INC.

Jul 2007 – Oct 2010

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Registration record

First registered · July 24, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIARY ALLIANCE LLC

CRD 284924 · SEC 801-108283

AUM

$1.2B

Regulatory assets under management

Employees

16,591 client accounts

Services offered by FIDUCIARY ALLIANCE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIDUCIARY ALLIANCE LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Miller Towner offer?

Gregory Miller Towner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.

What are Gregory Miller Towner's credentials?

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

Where is Gregory Miller Towner located?

Gregory Miller Towner is based in GREENVILLE, South Carolina, working with FIDUCIARY ALLIANCE LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does Gregory Miller Towner charge for services?

Gregory Miller Towner's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDUCIARY ALLIANCE LLC?

FIDUCIARY ALLIANCE LLC has approximately 48 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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