Greg Skinner is a registered investment advisor at LPL Financial LLC, based in Vacaville, CA, 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
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
190 S. Orchard Ave Ste B240, Vacaville, CA, 95688
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2002Other Business Activities
Greg owns Financial Celebrations, a DBA for his LPL business, overseeing hiring, operations, loan products, and brokerage sources, dedicating about 10-20% of his time. He also owns GTS Investment Advisory Inc, a business entity for tax/investment purposes only.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Linsco/private Ledger CORP.Broker
Financial Network Investment CorporationBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations28 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.