Gregory Snoor works with Doug Smith to serve clients in the Charlotte area with their financial goals including retirement, income, investments and comprehensive financial services. They focus on helping clients manage risk through common sense financial guidance and planning.
Greg has been in the financial service industry for over 9 years where he has served as a Financial Advisor with JP Morgan and a Sr. Compliance Analyst with LPL Financial. He has his series 7, 6, 65 and 63 securities registrations held with LPL Financial. Greg is a graduate of Greenville College in Greenville, Illinois where he obtained a degree in Music Business with a minor in Business Management. In his free time, he enjoys working on classic cars and spending time with his family.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. South State Bank and South State Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Advisory Services offered through LPL Financial, a Registered Investment Advisor.
*Please consult your tax-advisor for tax related issues.
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not Insured by any Federal Government Agency
Not a Bank Deposit
The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.