Gregory Powell is a CFP-designated registered investment advisor at LPL Financial LLC, based in Alliance, NE, 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
314 Box Butte Avenue, Alliance, NE, 69301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory owns and operates a farm, dedicating minimal time to it. He also operates under the DBAs CDS Financial Services and Independent Plan Investments for his LPL business, spending nearly full-time hours on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations31 states
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