Gregory Bruce Gagne
Investment adviser representative at Affinity Investment Group, LLC
28 yearsExperience
3 statesRegistered in
ChFC®Designation
$595.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Affinity Investment Group, LLCFeb 1998 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Affinity Investment Group, LLC
$595.1MAssets managed
471Clients
4Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2372767
- Firm CRD
- 117191