K.A. Gregory Wealth Management
  • Home
  • FAQ
  • Schedule an Appointment
  • FINRA’s BrokerCheck
  • More
    • Home
    • FAQ
    • Schedule an Appointment
    • FINRA’s BrokerCheck
K.A. Gregory Wealth Management
  • Home
  • FAQ
  • Schedule an Appointment
  • FINRA’s BrokerCheck

Invest with Confidence

Invest with ConfidenceInvest with ConfidenceInvest with Confidence

Helping you plan a bright future!

Get in Touch
Schedule an Appointment

About

Services

Allan's Story

Independence

We offer financial planning, investment management and life and health insurance.

Independence

Allan's Story

Independence

K.A. Gregory Wealth Management is an independent full-service firm dedicated to helping individuals, families and small business pursue their financial goals.

Allan's Story

Allan's Story

Allan's Story

Learn more

Contact Us

Better yet, see us in person!

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to help you achieve them.

K.A. Gregory Wealth Management

244 Latitude Lane Suite 105, Lake Wylie, South Carolina 29710, United States

803.619.5062

Hours

Open today

09:00 a.m. – 05:00 p.m.

Get Started Today

Attach Files
Attachments (0)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Cancel

Social

Securities offered through LPL Financial, Member FINRA/SIPC.  K.A. Gregory Wealth Management  is another business name of Independent Advisor Alliance, LLC.  All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state. 

  • FINRA’s BrokerCheck
  • LPL Financial Form CRS
  • IAA Form CRS

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept