Gregory Geryak
Gregory Geryak is a registered investment advisor at LPL Financial LLC, based in Phoenix, AZ, with 21 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
Phoenix, AZ
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Regulatory History (1)
Criminal
September 1988Other Business ActivitiesSells Insurance
Gregory has a business entity for tax/investment purposes called Greg J. Geryak Insurance Agency, Inc., taking about half of his time. He also uses One2One Wealth Strategies LLC as a DBA for his LPL business and is involved with Non-Variable Insurance through NEXT STEP ADVISORS LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Farmers Financial Solutions, LLCBroker
State Registrations3 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.