John Grayson
John Grayson is a registered investment advisor at LPL Financial LLC, based in Huntsville, AL, with 31 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
Huntsville, AL
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2002Customer Dispute
December 2000Customer Dispute
September 2000Other Business Activities
John operates The Private Wealth Group as a DBA for his LPL business since 2009. He is also a shareholder/owner of J 5 Contracting LLC, a construction business, since 2014, dedicating a few hours per week to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations11 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.