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Gregory Eisert

LPL Financial LLC
44 Years of Experience
Anchorage, AK
BrokerSells Insurance
View SEC Summary
View SEC Summary

Gregory Eisert is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Anchorage, AK, with 44 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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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 10 mos
LPL Financial LLC
December 2006 - Present · 19 yrs 10 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.
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