Gregory A Myers
Investment adviser representative at Financial Partners, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$181.7MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Financial Partners, LLCFeb 2024 to now
- Bank of America, N.A.Jan 2023 to Feb 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Feb 2024
- PNC InvestmentsAug 2021 to Oct 2022
- Bbva Insurance Agency IncApr 2021 to Aug 2021
- Bbva Securities Inc.Apr 2021 to Aug 2021
- Bbva USA IncApr 2021 to Aug 2021
- Bbva Wealth Solutions, IncApr 2021 to Aug 2021
- UnemployedDec 2019 to Apr 2021
- Charles Schwab BankOct 2013 to Dec 2019
- Charles Schwab & Co., Inc.Feb 2007 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NM).
Financial Partners, LLC
$181.7MAssets managed
268Clients
3Advisers
9 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
- 4625574
- Firm CRD
- 170002