R Grenier
R Grenier is a CFP-designated registered investment advisor at LPL Financial LLC, based in Wethersfield, CT, with 41 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
265 Main Street, Wethersfield, CT, 06109
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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
R has been involved in insurance sales since 1984, selling long-term care, life, disability, and fixed annuity products. R also dedicates about 10-20% of their time to financial services and insurance through Wethersfield Investment Center and is the owner of Grenier Financial Advisors, spending more than full-time hours on financial services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Walnut Street Securities, INC.Broker
Grenier Baker & Associates, INC
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 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.