P. Andrew Gregory, CFA®, CFP®, AIF®

P. Andrew Gregory, CFA®, CFP®, AIF®

Registered Principal, Financial Advisor

Phone: (405) 562-4528
Fax: (405) 562-4529
Mobile Phone: (405) 615-9911
E-mail:

 Education

  • Bachelor of Science in Engineering, Specialization in Economic Analysis and Operations Research, University of Oklahoma, Norman, Oklahoma
  • Chartered Financial Analyst, CFA Institute, Charlottesville, Virginia
  • Certified Financial Planner, CFP Board of Standards, Inc., Washington, D.C.

 Professional Experience

  • Registered Principal and Investment Adviser Representative for Financial Network
    Investment Corporation 
  • Manager for large commercial bank Investment Center for over 7 years
  • Professional insurance and banking services for over 29 years

Professional Designations - Registrations and Licenses

  • CFA® Charterholder, CFA Institute
  • CFP® Certificant, Certified Financial Planning Board of Standards, Inc.
  • Series 24 - General Securities Principal
  • Series 7 - General Securities Representative
  • Series 4 - Registered Options Principal
  • Series 65 - Uniform Investment Advisor Law Exam 
  • Series 63 - Uniform Securities Agent State Law Exam
  • Oklahoma Resident Agent - Life and Health Insurance Licenses

 Organizations

  • CFA Institute
  • CFA Society of Oklahoma
  • Triangle Fraternity of Engineers, Architects, and Scientists

Personal

  • Married, three daughters
  • Active church member and community volunteer