Broker Check

Our Company

The Advisory Group is an independent wealth management firm.  Greg Schill, situated in the firm’s Torrance, California office—along with his two co-founders, Brent Beverly and Christian Li in Diamond Bar, California—created their practice almost 25 years ago for the purpose of providing professional financial planning and investment management services for individuals and companies.  

We are proud of our credentials, our independence and our affiliations.

The financial professionals at The Advisory Group are registered representatives with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor and member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).  All professionals within our firm carry a minimum of the FINRA Series 7 and 65 or 66 securities licenses though LPL Financial.  This allows us access to a comprehensive list of non-proprietary investment solutions.  Our securities-licensed professionals are not employed by the broker-dealer and thus are free of product and sales quotas of any kind.