Brian Gregg, financial advisor Golden Valley MN

Brian Gregg

CRD Number: 6968399
Current Firm: Lpl Financial LLC

Brian Gregg (CRD# 6968399) is an Investment Advisor Representative working at Lpl Financial LLC in Golden Valley, MN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Golden Valley, MN Jun 2018 - Current 6
Self Employed Minneapolis, MN May 2011 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2019
Contact Info for Brian C. Gregg
Phone Number: 704-733-3300
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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, WY

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