Gregory Frazier
Gregory Frazier is a registered investment advisor at LPL Financial LLC, based in Bethalto, IL, 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
128 West Bethalto Blvd, Bethalto, IL, 62010
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2002Other Business Activities
Gregory operates Frazier Financial Services INC as a DBA for his LPL business, dedicating full-time hours. He also owns Frazier Tax Services, INC, a tax preparation and accounting firm, since 2016, also dedicating full-time hours. Gregory also engages in real estate rental activities, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Intersecurities, INC.
Intersecurities, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations6 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.