GL
GL

Greg Lapierre

35 Years of Experience
Somersworth, NH
5 DisclosuresBrokerSells Insurance

Greg Lapierre is a registered investment advisor at LPL Financial LLC, based in Somersworth, NH, 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.

Loading...

Location

Somersworth, NH

Get directions

History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
September 2017
Judgment / Lien
January 2016
Judgment / Lien
April 2013
Judgment / Lien
July 2012
Judgment / Lien
January 2012
Other Business ActivitiesSells Insurance

Greg sells term life insurance and fixed annuities, dedicating minimal time to this activity. He also works remotely for Bureau Veritas NA, spending about half his time researching and documenting city building and zoning regulations.

Employment History
Current Registrations
LPL Financial LLC
August 2007 - Present · 19 yrs 1 mo
LPL Financial LLCBroker
July 2007 - Present · 19 yrs 2 mos
Previous Registrations
Northeast Planning Associates, INC.
July 2004 - March 2015 · 10 yrs 8 mos
Mutual Service Corporation
November 2003 - September 2004 · 10 mos
Mutual Service CorporationBroker
November 2003 - December 2007 · 4 yrs 1 mo
Veravest Investment Advisors, INC.
March 1999 - November 2003 · 4 yrs 8 mos
Veravest Investments, INC.Broker
April 1990 - November 2003 · 13 yrs 7 mos
State Registrations10 states
AZCAFLMAMENCNHSCTXVT
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.
Greg Lapierre - Financial Advisor | TrueAdvisor