Gregory Gann
Gregory Gann is a registered investment advisor at LPL Financial LLC, based in Baltimore, MD, with 31 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
3 Church Lane, Baltimore, MD, 21208
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Regulatory History (3)
Customer Dispute
February 2024Customer Dispute
May 2020Customer Dispute
December 2019Other Business ActivitiesSells Insurance
Gregory facilitates the procurement of fixed insurance products through Gann Partnership, spending about half his time on this. He also provides mediation and litigation support services, and works as a freelance writer, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Intersecurities, INC.
Intersecurities, INC.Broker
MML Investors Services, INC.Broker
State Registrations11 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.