Gregory WhiteheadCRD Number: 6267640
Current Firm: Lpl Financial LLC
Gregory Whitehead (CRD# 6267640) is an Investment Advisor Representative working at Lpl Financial LLC in Huntsville, AL and has over 4 years of experience in the finance industry. Gregory Whitehead has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Hightower Advisors, LLC
Raymond James Financial Services Advisors, Inc.
|Lpl Financial LLC||Huntsville, AL||Sep 2017 - Current||4|
|Melvin Bibb Segars And Associates, Pc||Huntsville, AL||Jun 2016 - Current||5|
|Hall Albright Garrison And Associates||Huntsville, AL||Oct 2014 - Jun 2016||1|
|Melvin, Bibb, Pinson And Segars P.c.||Huntsville, AL||Oct 2006 - Oct 2014||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2017|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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