Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Cockerel is a registered representative and investment advisor representative with LPL Financial LLC. Gregory has been in the financial industry since 2008. Gregory holds the Series 7, Series 66 and SIE exams. Gregory's office is located in New Albany, IN and he is registered to provide investment advice in Indiana and Kentucky. In addition to his role at LPL Financial LLC, Gregory is also involved in other businesses, including a CPA affiliate program, a DBA, and real estate rental.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
02/09/2009 - Present
LPL Financial LLC (NEW ALBANY IN)
BOTH
Issued 02/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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