• 52 years living in Ocala “My Hometown”
• Married to Susan, my high school sweetheart, for 29 years
• 4 Beautiful kids and a son-in-law
• Helping clients manage their financial life since 1989
Merrill Lynch: -Financial Advisor
PaineWebber: -Branch Manager -Financial Adviser
UBS: -Branch Manager -Financial Adviser
Ergle Financial Services: -Owner/President
- Founder
- Branch Manager
- Financial Adviser
Commitment:
• Educated and Professional advice + counsel
• Care and concern for the best interest of each family that entrusts us with their future
• Professional process
• Professional Asset Management
• Frequent Communication
CERTIFIED FINANCIAL PLANNER™, CFP Fully Licensed
In addition to being a CFP® in good standing, Greg has the following licenses.
• Florida RA – Investment Advisor Representative
• National Futures Association – NFA Approved person
Florida Department of Insurance License
• Life + Variable Annuity
• Life Variable Annuity + Health
• Life
• Variable Annuity
• Health
License Exams:
• Series 3
• Series 65
• Series 63
• Series 7 - General Securities Representative
• Series 8 - General Securities Sales Supervisor
Active state Registrations:
• Florida
• Georgia
• Alabama
• Louisiana
• North Carolina
• New York
• Connecticut
• Indiana
• Illinois
• Missouri
• Colorado
• California
Raymond James Financial Services, Inc.,
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Raymond James financial advisers may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.