Greg Lapierre
Greg Lapierre is a registered investment advisor at LPL Financial LLC, based in Somersworth, NH, with 36 years of industry experience. Greg is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Somersworth, NH
Get directionsHistory
Regulatory History (5)
Judgment / Lien
September 2017Judgment / Lien
January 2016Judgment / Lien
April 2013Judgment / Lien
July 2012Judgment / Lien
January 2012Other 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
LPL Financial LLCBroker
Previous Registrations
Northeast Planning Associates, INC.
Mutual Service Corporation
Mutual Service CorporationBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations10 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.
Exams
More Advisors
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