GE
ChFC
GE
ChFC

Gregory Eisert

43 Years of Experience
Anchorage, AK
BrokerSells Insurance

Gregory Eisert is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Anchorage, AK, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

Anchorage, AK

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gregory operates under the DBA Alaska Financial Group since 2006. He also sells non-variable insurance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
December 2006 - Present · 19 yrs 7 mos
LPL Financial LLC
December 2006 - Present · 19 yrs 7 mos
Previous Registrations
Raymond James Financial Services
September 2002 - December 2006 · 4 yrs 3 mos
Raymond James Financial Services, INC.Broker
September 2002 - December 2006 · 4 yrs 3 mos
Thrivent Investment Management INC.
August 2002 - September 2002 · 1 mo
Thrivent Investment Management INC.Broker
July 2002 - September 2002 · 2 mos
Lutheran Brotherhood Securities CORP
May 1998 - August 2002 · 4 yrs 3 mos
Lutheran Brotherhood Securities CORP.Broker
April 1982 - July 2002 · 20 yrs 3 mos
State Registrations9 states
AKAZCAFLKYOHSCTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gregory Eisert - Financial Advisor | TrueAdvisor