Gregory Weigand
Gregory Weigand is a registered investment advisor at LPL Financial LLC, based in Johnson City, TN, 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
Johnson City, TN
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2008Customer Dispute
May 2008Other Business Activities
Gregory operates Weigand Financial Group as a DBA for his LPL business since 2009. He also spends about 10-20% of his time as an author since 2016, and full-time on Gregory Weigand PLLC, a business entity for tax/investment purposes since 2019.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations9 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.