Gregory Nelson
Gregory Nelson is a registered investment advisor at LPL Financial LLC, based in University Place, WA, with 25 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
5350 Orchard St Ste 200, University Place, WA, 98467
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Gregory offers fixed insurance through various carriers and owns a rental home since 2014, managed by a property manager. He is also a managing member of Chambers Bay Wealth Management LLC, handling office management duties for a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment
Great American Advisors, INC.Broker
Shelgren Financial Group, INC.
Pmg Securities CorporationBroker
State Registrations19 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.
Exams
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