Gregory Lambesis
Gregory Lambesis is a registered investment advisor at LPL Financial LLC, based in St Albans, VT, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
St Albans, VT
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2022Customer Dispute
June 2015Regulatory
May 2015Other Business ActivitiesSells Insurance
Gregory operates NorthCountry Financial Services as a DBA for his LPL business. He also sells non-variable insurance through Jackson National Life since 1994.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Esi Financial Advisors
Equity Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations21 states
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.