Gregory Krpalek
Gregory Krpalek is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Albany, OR, 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
2320 14th Ave Se, Albany, OR, 97322-6800
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory operates under multiple DBAs for his LPL business and owns rental real estate. He also has a business entity, KRPALEK INSURANCE AND FINANCIAL SERVICES, INC., which appears to involve non-variable insurance, though it's primarily for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
First Affiliated SecuritiesBroker
Guardian Investor Services CorporationBroker
Manequity, INC.Broker
Integrated Resources Equity CorporationBroker
The Great-West Life Assurance CompanyBroker
Manequity, INC.Broker
State Registrations26 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.