Gregg Patenaude
Gregg Patenaude is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, 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
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
4425 Bayard St Ste 110, San Diego, CA, 92109
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Regulatory History (1)
Criminal
July 1998Other Business ActivitiesSells Insurance
Gregg sells outside fixed insurance under the DBA Patenaude Wealth Management, dedicating minimal time to this activity. He also has a real estate rental business called Catamount Holdings, LLP, but spends no time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations34 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.