Greg Dufala, financial advisor Erie PA
93 score

Greg Dufala

CRD Number: 5353950
Current Firm: Lpl Financial LLC

Greg Dufala (CRD# 5353950) is an Investment Advisor Representative working at Lpl Financial LLC in Erie, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Erie, PA Apr 2012 - Current 4
Pnc Investments Fairview, PA Nov 2009 - Apr 2012 2
National City Bank. Erie, PA Oct 2009 - Nov 2009 < 1
Natcity Investments Inc. Cleveland, OH Oct 2009 - Nov 2009 < 1
Ubs Financial Services Inc. Erie, PA May 2007 - Oct 2009 2
Sentry Insurance Erie, PA Nov 2005 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Greg Dufala
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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