Gregory Fortner
Gregory Fortner is a registered investment advisor at LPL Financial LLC, based in Westlake Village, CA, with 36 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
Westlake Village, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2002Customer Dispute
November 2001Other Business Activities
Gregory owns Gregory Fortner, Inc., a business entity for tax/investment purposes, since 2015. This is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Titan/value Equities Group, INC.Broker
Equity Services, INC.Broker
State Registrations8 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.