Gregory Cimmino
Gregory Cimmino is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Francis, UT, 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
Francis, UT
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2000Other Business Activities
Gregory is associated with Rose Thomas Partnership, LLC for accounting and tax purposes since 2019, requiring minimal time. He also provides financial planning and consulting services through Institutional Investment Consulting (IIC) as a registered investment advisor, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Iic
Previous Registrations
LPL Financial LLC
Cantella & CO., INC.
Cantella & CO., INC.Broker
New England Securities Corporation
New England SecuritiesBroker
First Investors CorporationBroker
State Registrations7 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.