Gregory Shepardson
Gregory Shepardson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Chesterfield, MO, 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
16401 Swingley Ridge Road, Suite 225, Chesterfield, MO, 63017
Get directionsHistory
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 operates under the DBA INT Wealth Planning for his LPL business and engages in non-variable insurance activities. He is also a notary for the State of Missouri, dedicating minimal time to this, and refers clients to Trinity Wealth Advisors.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Royal Alliance Associates, INC.
Financial Legacy Associates
Royal Alliance Associates, INC.Broker
Allmerica Investment Management CO INC
Allmerica Investments, INC.Broker
Financial Network Investment CorporationBroker
Pruco Securities CorporationBroker
State Registrations20 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.