Greg Margevicius is a registered investment advisor at LPL Financial LLC, based in Lakewood, OH, with 5 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
1456 Warren Rd Ste 102, Lakewood, OH, 44107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Greg is involved with Margevicius Document Processing, Accel Schools as a board member, and Benefit Planning, Inc., providing retirement planning and seminars. He spends minimal time on Margevicius Document Processing and Accel Schools, and about 10-20% of his time on Benefit Planning, Inc.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations7 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.