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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Interactive Financial Advisors 9 years, 8 months Mar 2010 - Present
San Marcos Insurance Group 9 years, 10 months Jan 2010 - Present
Country Capital Management Company 18 years, 3 months Oct 1991 - Jan 2010
Country Companies Ins 18 years, 3 months Oct 1991 - Jan 2010
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Gregory Sterling Gale?
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Designations & Memberships

  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

Articles and Answers

Insights by Gregory Gale

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 11, 2013
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Mar 18, 2010
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Interactive Financial Advisors

Last updated on Nov. 2, 2019
    • $238.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $72.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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