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Gregory Barson

LPL Financial LLC
21 Years of Experience
Las Vegas, NV
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Gregory Barson is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, with 21 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

320 E. Warm Springs Rd., Ste 3, Las Vegas, NV, 89119

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2023
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gregory is a managing member of RGB Real Estate Properties LLC, spending minimal time on real estate rentals. He also works at Barson Insurance & Financial Services LLC, an insurance agency, dedicating about three-quarters of his time to this role.

Employment History
Current Registrations
LPL Financial LLC
April 2025 - Present · 1 yr 6 mos
LPL Financial LLCBroker
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Ipi Wealth Management, INC.
September 2020 - December 2024 · 4 yrs 3 mos
Investment Planners, INC.Broker
August 2020 - December 2024 · 4 yrs 4 mos
Crown Capital Securities, L.P.
October 2016 - September 2020 · 3 yrs 11 mos
Crown Capital Securities, L.P.Broker
September 2016 - September 2020 · 4 yrs
Newport Coast Securities, INC.Broker
March 2010 - September 2016 · 6 yrs 6 mos
Newbridge Financial Services Group, INC.
July 2008 - February 2010 · 1 yr 7 mos
Newbridge Securities CorporationBroker
July 2008 - February 2010 · 1 yr 7 mos
Regal Advisory Services, INC.
January 2008 - July 2008 · 6 mos
Regal Securities, INC.Broker
July 2007 - August 2008 · 1 yr 1 mo
Brookstreet Securities CorporationBroker
February 2006 - July 2007 · 1 yr 5 mos
Ing Financial Partners, INC
March 2005 - February 2006 · 11 mos
Ing Financial Partners, INC.Broker
January 2005 - February 2006 · 1 yr 1 mo
State Registrations2 states
NVUT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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