Gregory Larson
Gregory Larson is a registered investment advisor at Private Advisor Group, LLC, based in Huntingdon Valley, PA, with 23 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
Huntingdon Valley, PA
Get directionsHistory
Regulatory History (7)
Financial
March 2023Financial
January 2023Financial
November 2022Financial
October 2022Financial
October 2022Financial
September 2022Financial
August 2022Other 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
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
UBS Financial Services INC.Broker
State Registrations8 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.