Paul Gregory
Paul Gregory is a registered investment advisor at LPL Financial LLC, based in Chesapeake, VA, 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
1317 Executive Blvd Ste 110, Chesapeake, VA, 23320
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Regulatory History (1)
Customer Dispute
October 2013Other Business ActivitiesSells Insurance
Paul works as an insurance agent selling insurance for various insurance carriers through W&R Insurance Agencies since 2012. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.