Sourcing
Firms
People
Sources
GREGG JULIAN WALLER
C
11
IAR CRD 4493873
·
Industry start 2009-03-29
Identity
Legal name
GREGG JULIAN WALLER
brokercheck
CRD
4493873
NPN
—
Career
Previous employments
SAGEPOINT FINANCIAL, INC.
2014-10-31
WADDELL & REED
2013-01-01
▸ Show all (+8)
brokercheck
Current branches
CAMBRIDGE INVESTMENT RESEARCH, INC.
DUNCAN FINANCIAL PLANNING ADVISORS
▸ Show all (+1)
brokercheck
Designations
—
Education
—
BrokerCheck signals
Industry start
2009-03-29
brokercheck
Est. age
39
brokercheck
Age confidence
—
Est. birth year
1987
brokercheck
BC active
Yes
brokercheck
IA active
Yes
brokercheck
Disclosures
No
brokercheck
Private residence
Yes
brokercheck
Firm affiliations
1
DUNCAN FINANCIAL GROUP LLC
IAR
CRD 309454