Gregory LofgrenCRD Number: 3060412
Current Firm: Morgan Stanley
Gregory Lofgren (CRD# 3060412) is an Investment Advisor Representative working at Morgan Stanley in Mount Laurel, NJ and has over 24 years of experience in the finance industry. Gregory Lofgren 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
Planning Capital Management Corp.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Morgan Stanley Private Bank, N.a||New York, NY||Feb 2022 - Current||< 1|
|Morgan Stanley Smith Barney LLC||Mount Laurel, NJ||Jan 2022 - Current||< 1|
|Bank Of America, N.a.||Mount Laurel, NJ||Jun 2012 - Jan 2022||9|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Mount Laurel, NJ||May 2012 - Jan 2022||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 1998|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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