Gregory Mclenithan
Gregory Mclenithan is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in South Burlington, VT, 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
1233 Shelburne Rd Ste E5, South Burlington, VT, 05403-7751
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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 uses the marketing name L&M Financial for fixed insurance business conducted through LPL and Lowrey/Mclenithan Financial, dedicating minimal time to it. He also operates as a sole proprietor under Mclenithan Financial, using fixed products to address client needs, which takes about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Aig Financial Advisors, INC.Broker
Aig Financial Advisors, INC.
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations37 states
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