Gregory Tarr is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Romeo, MI, with 32 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
167 S. Main Street Suite 1, Romeo, MI, 48065
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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 involved in several business activities, including non-variable insurance since 2002 and real estate rentals through Providence Hills, LLC, TMT, GTS Rentals LLC, and Thrasher Development. He also operates Tarr Financial, a DBA for his LPL business, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Commonwealth Financial NetworkBroker
Linsco/private Ledger CORP.Broker
Vestax Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations25 states
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