Profile
Mr. Gregory A.
Headrick is Managing Partner & Chief Compliance Officer at NWAM LLC.
He founded the firm in 2008 after breaking away from the broker-dealer world.
He oversees all department heads, is in charge of business development, and is the firm’s Chief Compliance Officer.
He has worked in the financial industry since 1992.
He focuses on investment fiduciary practices, wealth management and investment consulting for private clients and institutions.
He is a member of the Investment Management Consultants Association, the Financial Planning Association and the Retirement Income Industry Association.
He has received the Certified Financial Planner, Certified Investment Management, Retirement Management Analyst as well as the Accredited Investment Fiduciary Analyst certifications.
He is a licensed insurance agent.
Greg Headrick active positions
Companies | Position | Start |
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NWAM LLC
NWAM LLC Investment ManagersFinance NWAM LLC (dba Northwest Asset Management) is a registered investment advisor headquartered in Mercer Island, Washington. The firm was founded by Greg in 2008 and is owned by NW Holdings Group, Inc. Northwest Asset Management offers a wide range of investment advisory, planning and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. | Founder | 2008-06-30 |
Training of Greg Headrick
Washington State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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NWAM LLC
NWAM LLC Investment ManagersFinance NWAM LLC (dba Northwest Asset Management) is a registered investment advisor headquartered in Mercer Island, Washington. The firm was founded by Greg in 2008 and is owned by NW Holdings Group, Inc. Northwest Asset Management offers a wide range of investment advisory, planning and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. | Finance |
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