Gregory Kopan is a registered investment advisor at LPL Financial LLC, based in Toledo, OH, with 40 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
5746 Park Center Court, Toledo, OH, 43615
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Regulatory History (1)
Customer Dispute
October 2007Other Business Activities
Gregory operates under multiple DBAs for his LPL business, including Momentum Wealth Partners, Beacon Financial, and Rockport Advisors, dedicating full-time hours to these investment-related activities. He also has a business entity for tax/investment purposes and owns rental real estate, each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Vestax Securities Corporation
Vestax Securities CorporationBroker
New England SecuritiesBroker
State Registrations21 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.