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Gregory Larson

Private Advisor Group, LLC
24 Years of Experience
Huntingdon Valley, PA
7 DisclosuresBroker
View SEC Summary
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Gregory Larson is a registered investment advisor at Private Advisor Group, LLC, based in Huntingdon Valley, PA, with 24 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Huntingdon Valley, PA

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
March 2023
Final
Financial
January 2023
Final
Financial
November 2022
Final
Financial
October 2022
Final
Financial
October 2022
Final
Financial
September 2022
Final
Financial
August 2022
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gregory is involved with Commonwealth Pension Management LLC, taking up nearly a full-time commitment. He also provides investment advisory services through Private Advisor Group and Commonwealth Pension Management, spending about 10-20% of his time on each. Finally, he is involved with Commonwealth Capital Brokerage, LLC, dedicating minimal time.

Employment History
Current Registrations
Private Advisor Group, LLC
January 2017 - Present · 9 yrs 9 mos
LPL Financial LLC
June 2007 - Present · 19 yrs 4 mos
LPL Financial LLCBroker
June 2007 - Present · 19 yrs 4 mos
Previous Registrations
Wachovia Securities, LLCBroker
July 2006 - January 2007 · 6 mos
Wachovia Securities, LLC
July 2006 - January 2007 · 6 mos
VALIC Financial Advisors, INC.
August 2003 - November 2005 · 2 yrs 3 mos
VALIC Financial Advisors, INC.Broker
August 2003 - November 2005 · 2 yrs 3 mos
UBS Financial Services INC.Broker
April 2001 - August 2003 · 2 yrs 4 mos
State Registrations8 states
AZFLILNHNJPATXVA
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.
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