Gregory Farrall
Gregory Farrall is a registered investment advisor at LPL Financial LLC, based in Valparaiso, IN, with 20 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
105 Lincolnway Ste 205, Valparaiso, IN, 46383-5637
Get directionsHistory
Regulatory History (2)
Judgment / Lien
February 2017Customer Dispute
August 2011Other Business ActivitiesSells Insurance
Gregory operates several DBAs for his LPL business, including Farrall Wealth, Farrall Wealth RP, Farrall Wealth Group, Farrall Wealth INS, and Farrall Wealth NIL. He also works with LTCI Partners LLC, selling fixed and long-term care insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Allied Securities, INC.Broker
First Advisors, INC.
Lakeside Wealth Management Group, LLC
Ffp Advisory Services INC
Ffp Securities, INC.Broker
State Registrations21 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.