N Gregg
Advisor at Core Advisory Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Core Advisory Group
Location
Charlotte, NC 28210
Credentials
Series 63, Series 65
Industry experience
27 years
About
N Gregg is a financial advisor with CORE Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with CORE Advisory Group since 2020 and has worked at LPL Financial since 2008. Outside of advisory services, he is involved in non-variable insurance product sales and operates a separate business entity for tax and investment purposes. CORE Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm manages approximately $297 million in assets with a team of ten advisors, offering discretionary asset management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies and platform solutions.
Client services
Based on Core Advisory Group
Financial planning
Portfolio management
Pension consulting
Expertise
Based on Core Advisory Group
General retirement planning
Income planning
Active portfolio management
Passive / index investing
Fee options
Fixed fees for financial planning services ranging from $0 to $15,000, negotiable based on complexity and client needs.
$0+: up to 2.0% annually (non-wrap fee basis, maximum) $0+: up to 2.5% annually (wrap fee program maximum)
Advisory representatives may also receive commissions from sales of insurance and brokerage products, but CORE primarily operates on a fee-only basis for advisory services.
Up to $500 per hour for financial planning and consulting services, negotiable.
WealthVision maintenance fee typically $25 per month, negotiable.
Account minimum: $5,000 Fee-only: Advisory fees negotiated up to a maximum of 2.0% annually for non-wrap accounts; wrap fee program fees up to 2.5% annually (includes transaction costs). Financial planning fees charged hourly up to $500/hour or flat fees up to $15,000.
Location
5960 Fairview Rd., Ste. 104
Charlotte, NC 28210
North Carolina
Work history
CORE Advisory Group
2020 - Present (6 years)
LPL Financial
2008 - Present (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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