Greta Woodward is a registered investment advisor at LPL Financial LLC, based in Bryan, TX, with 23 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
2127 E. William J. Bryan Pkwy., Bryan, TX, 77802
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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.
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Greta operates under two DBAs for her LPL business: Aggieland Financial Solutions and Greater Texas Financial Solutions. Aggieland Financial Solutions requires nearly full-time commitment, while Greater Texas Financial Solutions requires about a quarter of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations4 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.