GL
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Gregory Loyacano
25 Years of Experience
Cypress, TX
1 DisclosureBroker
Gregory Loyacano is a registered investment advisor at LPL Financial LLC, based in Cypress, TX, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
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.
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Location
Cypress, TX
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2011Settled
Employment History
Current Registrations
LPL Financial LLCBroker
May 2009 - Present · 17 yrs 2 mos
LPL Financial LLC
May 2009 - Present · 17 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2001 - May 2009 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2001 - May 2009 · 7 yrs 8 mos
Morgan Stanley Dw INC.Broker
June 2000 - September 2001 · 1 yr 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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
No exam information available for this advisor.