Gregory Savidge
Gregory Savidge is a registered investment advisor at LPL Financial LLC, based in West Palm Beach, FL, with 27 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
West Palm Beach, FL
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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 selling fixed annuities, long-term care, and life insurance, and also serves as President of a DBA, dedicating a few hours per week and about a quarter of his time respectively. He also manages daily activities and provides advisory services as a Corporate Officer for Capital Asset Management Group, Inc., an Independent Registered Investment Advisor, taking about half his time.
Employment History
Current Registrations
LPL Financial LLCBroker
Capital Asset Management Group, INC.
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Spectrum Assets, INC.
Strategic Assets INC.Broker
Prudential Securities IncorporatedBroker
State Registrations7 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.