Greg Dooley
Registered Principal at LPL Financial | Tampa, Florida, United States
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Greg Dooley serves as a Registered Principal at LPL Financial Services, Inc., where he leverages his extensive expertise in financial planning and investment management to guide clients toward achieving their financial goals. With designations as a Chartered Retirement Planning Counselor (CRPC®) and an Accredited Asset Management Specialist (AAMS®) from The College for Financial Planning, Greg possesses a deep understanding of retirement strategies and asset management principles. His multifaceted background, which spans years in manufacturing and retail, enriches his approach to financial advising, allowing him to connect with clients from diverse industries and backgrounds.
In his current role, Greg is instrumental in developing tailored financial strategies that align with clients' unique circumstances and aspirations. He is particularly focused on key projects that involve retirement income planning and wealth accumulation strategies, ensuring that his clients are well-prepared for their financial futures. His proficiency in navigating complex financial landscapes is further supported by his Series 7, Series 24, Series 63, and Series 66 licenses, which enable him to offer a comprehensive suite of securities and advisory services.
Greg's commitment to ongoing education and professional development is evident in his active pursuit of industry knowledge and best practices. He is dedicated to fostering long-term relationships with clients, providing them with the insights and tools necessary to make informed investment decisions. As a member of the FINRA/SIPC, Greg upholds the highest standards of integrity and professionalism, ensuring that his clients receive exceptional service and guidance in their financial journeys.
Registered Principal at LPL Financial in November 2021 to Present
Vice President of Wealth Management at UBS Financial Services in December 2015 to December 2021
Registered Principal at LPL Financial Services in March 2008 to December 2015
President at GMD Financial in March 2008 to December 2015
General Agent, Registered Principal, Financial Advisor at ING in March 2003 to March 2008
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Series 7
Series 24
Chartered Retirement Planning Counselor
Accredited Asset Management Specialist
Series 63
Series 66
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Discover more about LPL FinancialWhat is Greg Dooley email address?
Email Greg Dooley at [email protected]. This email is the most updated Greg Dooley email found in 2026.
What is Greg Dooley phone number?
Greg Dooley phone number is +14146148995 and +12092774687.
How to contact Greg Dooley?
To contact Greg Dooley send an email to [email protected]. If you want to call Greg Dooley try calling on +14146148995 and +12092774687.
What is Greg Dooley net worth?
Greg Dooley has an estimated net worth of $750,000 to $999,999
What company does Greg Dooley work for?
Greg Dooley works for LPL Financial
What is Greg Dooley's role at LPL Financial?
Greg Dooley is Registered Principal
What industry does Greg Dooley work in?
Greg Dooley works in the Financial Services industry.
Greg Dooley Email Addresses
Greg Dooley Phone Numbers
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