Gregory Furer is a CFP-designated registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 18 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
645 Rodi Rd, Ste 300, Pittsburgh, PA, 15235-4569
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is involved in several outside business activities, including operating his LPL business under Beratung Advisors, serving as a field instructor for Kaplan Inc's CFP program, and acting as a board member for both Polysmith Inc and Andocia Creative. He also serves as an authorized lay minister for the North American Lutheran Church and is involved with TeachPassion Conference and TeachPassion Leadership.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.Broker
Park Avenue Securities LLCBroker
State Registrations22 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.