Gregory Achard (CRD# 7273701) is an Investment Advisor Representative working at Lpl Financial LLC in Mountain View, CA and has over 2 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Palo Alto, CA | Jul 2023 - Current | < 1 |
| Bmo Bank Na | San Francisco, CA | Feb 2020 - Current | 4 |
| Bancwest Investment Services, Inc. | San Francisco, CA | Apr 2021 - Jul 2023 | 2 |
| L'ecole Francaise | Chicago, IL | Jul 2019 - Jan 2020 | < 1 |
| L' Occitane | Chicago, IL | Jul 2019 - Jan 2020 | < 1 |
| Unemployed | Chicago, IL | Feb 2019 - Jul 2019 | < 1 |
| Bnp Paribas | Paris, | Oct 2008 - Feb 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- CA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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