Gregory Mayes is a registered investment advisor at LPL Financial LLC, based in Quincy, FL, with 20 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
4 East Washinton St, Quincy, FL, 32351
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory operates Capital City Investments as a DBA for his LPL business, dedicating all of his time to this investment-related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Wrp Investments, INC.Broker
Wrp Investments, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
Natcity Investments, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 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.