Gregory Alessandra
Gregory Alessandra is a registered investment advisor at LPL Financial LLC, based in Torrance, CA, with 30 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
23670 Hawthorne Blvd Ste 207, Torrance, CA, 90505
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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 a broker for Blue Shield Health Insurance since 2006, though he spends minimal time on it. He also provides investment advisory services through Alessandra Capital Management, LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Alessandra Capital Management, LLC
Previous Registrations
LPL Financial LLC
Cetera Advisors LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Round Hill Securities, INC.Broker
Salomon Smith Barney INC.Broker
Cargill Investor Services, INC.Broker
State Registrations27 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.