Gregory Massey
Gregory Massey is a registered investment advisor at LPL Financial LLC, based in Yardley, PA, with 27 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
301 Floral Vale Blvd, Yardley, PA, 19067
Get directionsHistory
Regulatory History (6)
Judgment / Lien
January 2020Judgment / Lien
July 2019Judgment / Lien
January 2018Judgment / Lien
August 2016Judgment / Lien
January 2016Judgment / Lien
May 2015Other Business ActivitiesSells Insurance
Gregory operates under the DBA PMM Financial Group for his LPL business since 2018. He is also an independent sales agent for non-variable insurance through Kingdom Insurance since 2023, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Nylife Securities LLCBroker
Foresters Equity Services, INC.Broker
MML Investors Services, INC.Broker
Navillus Securities, INC.Broker
Rampart Financial Services, INC.Broker
Capital Analysts, IncorporatedBroker
Sei Investments Distribution CO.Broker
Navillus Securities, INC.Broker
Smith Barney Shearson INC.Broker
State Registrations3 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.