Gregory Irwin is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cody, WY, with 33 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
1285 Sheridan, Suite 230, Cody, WY, 82414
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is an agent for Wealth Strategies selling fixed annuities, dedicating a few hours per week. He also owns Wealth Strategies LLC and Wealth Strategies & Consulting, LLC, spending nearly full-time on the latter providing securities and investment advisory services. Gregory is also a board member for Buffalo Bill Dam Visitor Center and Cody Rotary Foundation, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations15 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.