Gregory Boshart
Gregory Boshart is a registered investment advisor at LPL Financial LLC, based in Bridgeport, NY, 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
584 Ny Route 31, Bridgeport, NY, 13030
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2004Other Business Activities
Gregory operates Financial Quest and Financial Quest Retirement Plan Services, both DBAs for his LPL business. These activities take up Gregory's full-time work hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Leigh Baldwin & CO., LLCBroker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
Mcdonald Investments INC.Broker
Essex Capital Markets, INC.Broker
Tucker Anthony IncorporatedBroker
State Registrations13 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.