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Gregory Fagan

35 Years of Experience
Topeka, KS
Broker

Gregory Fagan is a registered investment advisor at LPL Financial LLC, based in Topeka, KS, with 35 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

Topeka, KS

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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 Activities

Gregory owns and operates self-serve car wash facilities through Laser Wash, Inc. He also operates Fagan Financial Services, Inc. as a DBA for his LPL business and tax preparation, owns Gray Wolf LLC for real estate rental, and is a farmer, dedicating minimal time to each of the latter three activities.

Employment History
Current Registrations
LPL Financial LLC
December 2005 - Present · 20 yrs 5 mos
LPL Financial LLCBroker
December 2005 - Present · 20 yrs 5 mos
Previous Registrations
Ffp Advisory Services INC
December 1993 - December 2005 · 12 yrs
Ffp Securities, INC.Broker
December 1993 - December 2005 · 12 yrs
Investacorp, INC.Broker
June 1992 - December 1993 · 1 yr 6 mos
American Express Financial Advisors INC.Broker
April 1990 - June 1992 · 2 yrs 2 mos
Ids Life Insurance CompanyBroker
April 1990 - June 1992 · 2 yrs 2 mos
State Registrations3 states
CTKSMO
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.