Gregory Large
Gregory Large is a registered investment advisor at LPL Financial LLC, based in Newark, OH, with 26 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
1760 N 21st St, Newark, OH, 43055
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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 sells term, whole, universal, and long-term care insurance through Retirement Blueprints LLC, dedicating a few hours per week. He also uses Retirement Blueprints LLC as a DBA for his LPL business and owns Retirement Blueprints Real Estate Holdings, LLC for tax/investment purposes, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Vantage Financial Group, INC.
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Nbc Securities, INC.
Nbc Securities, INC.Broker
Ohio National Equities, INC.Broker
Guardian Investor Services LLCBroker
Nationwide Investment Services CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations14 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.