Gregory Moore
Gregory Moore is a registered investment advisor at LPL Financial LLC, based in Glen Allen, VA, with 31 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
4860 Cox Road, Ste 200, Glen Allen, VA, 23060
Get directionsHistory
Regulatory History (1)
Criminal
April 1988Other Business Activities
Gregory operates under two DBAs: Alexander Consulting Group since 2012 and Synergy Wealth Group since 2013.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Capital Brokerage CorporationBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Riggs Investment CORP.Broker
Financial Network Investment CorporationBroker
Wachovia Brokerage ServiceBroker
Signet Financial Services,inc.Broker
Branch, Cabell and CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 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.