Gregory Kateff
Gregory Kateff is a PFS-designated registered investment advisor at LPL Financial LLC, based in Bingham Farms, MI, 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
24255 W 13 Mile Rd Ste 290, Bingham Farms, MI, 48025
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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 is a real estate salesperson, tax consultant, and CPA/bookkeeper/tax preparer. He also sells non-variable insurance products and operates Stonebridge Financial Associates, LLC and Finish Line Financial Planning LLC as DBAs for his LPL business, spending nearly full-time on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ws Griffith Securities, INC.Broker
State Registrations14 states
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