GT
CFP
GT
CFP

Gregory Tripold

7 Years of Experience
Denville, NJ
Broker

Gregory Tripold is a CFP-designated registered investment advisor at LPL Financial LLC, based in Denville, NJ, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

145 Diamond Spring Rd, Denville, NJ, 07834-2720

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Gregory is involved with Duphiney Financial Network, Tripold Enterprises LLC, and the Estate of Roger W. Spence. His involvement with these entities requires minimal time and the Estate activities are in a fiduciary capacity.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 5 yrs
LPL Financial LLCBroker
July 2021 - Present · 5 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2019 - July 2021 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2019 - July 2021 · 2 yrs 6 mos
State Registrations35 states
ALAZCACOCTDCDEFLGAIAILKSKYLAMAMDMEMNMOMTNCNHNJNMNVNYOHPARISCTXVAVTWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Gregory Tripold - Financial Advisor | TrueAdvisor