Unclaimed
Gregory Park is a financial advisor at LPL Financial LLC. Gregory is registered as a Registered Representative (RA) in California. Gregory has been in the financial industry since 2014. Gregory has experience working at Legacy Park Advisors and Considine & Considine. LPL Financial LLC is a large firm based in Fort Mill, South Carolina, with a total of 168915 clients and over $50 billion in assets under management. The firm provides a wide range of advisory services, including financial planning, portfolio management, and consulting.
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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CA
05/28/2024 - Present
LPL Financial LLC (San Diego CA)
Active
Inactive
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