Gregory Cornelius
Gregory Cornelius is a CFP-designated registered investment advisor at LPL Financial LLC, based in Overland Park, KS, 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
7400 W 130 Street, Ste 310, Overland Park, KS, 66213
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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 is involved in outside sales of non-variable insurance since 2003. He also dedicates nearly full-time hours to Personal Financial Group, a registered investment advisor, and operates Gregory Cornelius, MBA, CFP, LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Personal Financial Group
Personal Financial Group
LPL Financial LLC
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Rodman & Renshaw INC.Broker
B.C. Christopher Securities CO.Broker
Drexel Burnham Lambert IncorporatedBroker
B.C. Christopher Securities CO.Broker
First Jersey Securities, INC.Broker
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.