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Gregory Skrabonja

37 Years of Experience
Naples, FL
BrokerSells Insurance

Gregory Skrabonja is a registered investment advisor at LPL Financial LLC, based in Naples, FL, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Naples, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Gregory sells non-variable insurance through Crump, dedicating a few hours per week. He also owns rental real estate and operates Investment Concepts as a DBA for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 5 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 5 mos
Previous Registrations
Invest Financial Corporation
February 2008 - February 2018 · 10 yrs
Invest Financial CorporationBroker
August 2007 - February 2018 · 10 yrs 6 mos
Advantage Capital CorporationBroker
August 1994 - August 2007 · 13 yrs
Travelers Equities Sales, INC.Broker
March 1991 - August 1994 · 3 yrs 5 mos
The Randall-George CorporationBroker
October 1988 - March 1991 · 2 yrs 5 mos
State Registrations26 states
ALCACOCTDEFLGAIAMAMDMIMNNCNENHNJNYOHORPASCSDTNVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Gregory Skrabonja - Financial Advisor | TrueAdvisor