Gregory Clark
Gregory Clark is a registered investment advisor at LPL Enterprise, LLC, based in Atlanta, GA, with 29 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
3343 Peachtree Road, N.E., Suite 700, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
Regulatory
February 1998Other Business Activities
Gregory is the VP of Institutional Advancement at Alabama State University, managing marketing, communications, development, and alumni relations. This outside employment, which is not investment-related, takes nearly full-time hours.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Investment Advisors
Proequities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Securities Capital CorporationBroker
State Registrations9 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.
Exams
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