Gregory Clark
Gregory Clark is a registered investment advisor at LPL Enterprise, LLC, based in Ridgeland, MS, with 28 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
141 Township Avenue, Suite 304, Ridgeland, MS, 39157-6031
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.