Gregory Kempner
Gregory Kempner is a registered investment advisor at Private Advisor Group, LLC, based in Wyndmoor, 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
Wyndmoor, PA
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2009Customer Dispute
February 2009Other Business Activities
Gregory provides investment advisory services through Wealthcare Advisory Partners LLC and Kempner Wealth Management. These activities take up nearly all of Gregory's time.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wealthcare Advisory Partners LLC
LPL Financial LLC
Cantella & CO., INC.
Cantella & CO., INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations46 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.