Gregory Whitehead is a registered investment advisor at LPL Financial LLC, based in Huntsville, AL, with 9 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
303 Williams Ave STE 129, Huntsville, AL, 35801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory operates his LPL business through Russell Financial Advisors LLC and is a CPA partner at Melvin, Bibb, Segars, & Associates, P.C. He also acts as a trustee for the Margaret Rose Anne Shearer Management Trust, dedicating about 10-20% of his time, and manages MBS, LLC for tax/investment purposes, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
State Registrations1 state
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