Gregg Saunders
Gregg Saunders is a registered investment advisor at LPL Financial LLC, based in Boise, ID, 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
13945 W Wainwright Dr. Ste 109, Boise, ID, 83713
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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
Gregg is involved in several business activities, including Saunders Financial Advisors LLC, non-variable insurance sales, Happy Duct Cleaning LLC, and Saunders Painting. He dedicates a few hours per week to non-variable insurance sales and minimal time to the other activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations5 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.