Gregory Barson
Gregory Barson is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, 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
320 E. Warm Springs Rd., Ste 3, Las Vegas, NV, 89119
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2023Other 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
LPL Financial LLCBroker
Previous Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Newport Coast Securities, INC.Broker
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Regal Advisory Services, INC.
Regal Securities, INC.Broker
Brookstreet Securities CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
State Registrations2 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.