Gregory Garl
Gregory Garl is a registered investment advisor at LPL Financial LLC, based in Freeland, MI, with 30 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
10344 Thor Drive, Suite A, Freeland, MI, 48623
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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 is an agent for group health plans and sells life insurance, fixed annuities, and long-term care insurance, dedicating about 10-20% of his time to these activities. He also operates Garl Financial Services as a DBA for his LPL business and sells life, health, disability, long-term care, and fixed annuities, spending about a quarter of his time on these insurance-related activities. Gregory also owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Locust Street Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations10 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.