Gregory Miller
Gregory Miller is a registered investment advisor at LPL Financial LLC, based in Lees Summit, MO, with 45 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
1741 NE Douglas St Ste 100, Lees Summit, MO, 64086
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is involved with LifeGoals Strategies Group, acting as a DBA for his LPL business, and spends minimal time on it. He also acts in a fiduciary capacity for the Greg & Karen Miller Trust and is involved with Grekar, LLC for tax/investment purposes, and is an agent/producer for Associates of Clifton Park and Crump Life Insurance Services selling non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Primevest Financial Services, INC.Broker
Bisys Brokerage Services, INC.Broker
Commerce Brokerage Services, INC.Broker
Bma Financial Services, INC.Broker
Waddell & Reed, INC.Broker
State Registrations13 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.