Gerald Jamgochian
Gerald Jamgochian is a registered investment advisor at LPL Financial LLC, based in North Reading, MA, 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
350 Park St Ste 104, North Reading, MA, 01864
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Regulatory History (1)
Customer Dispute
February 2003Other Business ActivitiesSells Insurance
Gerald sells life insurance, dedicating about half their time to this activity. Gerald also owns rental real estate and operates GEM Wealth Management as a DBA for their LPL business, spending about a quarter of their time on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Polaris Financial Services, INC.Broker
Polaris Financial Services, INC.Broker
First Hanover Securities, INC.Broker
Cardell & Associates, IncorporatedBroker
Amfire, INC.Broker
State Registrations4 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.