Gregory Furer (CRD# 5193450) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsburgh, PA and has over 16 years of experience in the finance industry. Gregory Furer 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.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Canonsburg, PA | Jul 2021 - Current | 2 |
| Kaplan, Inc. | La Crosse, WI | May 2021 - Jul 2021 | < 1 |
| Andocia Creative | Pittsburgh, PA | Apr 2021 - Jul 2021 | < 1 |
| Beratung Partners, Inc. | Pittsburgh, PA | Jan 2020 - Jul 2021 | 1 |
| Fpa Of Pittsburgh | Pittsburgh, PA | Jan 2019 - Jul 2021 | 2 |
| Fpa Of Pittsburgh | Pittsburgh, PA | Jan 2019 - Jul 2021 | 2 |
| Beratung Advisors (dba) | Monroeville, PA | Oct 2016 - Jul 2021 | 4 |
| Waddell & Reed, Inc. | Pittsburgh, PA | Oct 2016 - Jul 2021 | 4 |
| Various Insurance Carriers For W&r Insurance Agencies | Pittsburgh, PA | Oct 2016 - Jul 2021 | 4 |
| L3 Leadership | Pittsburgh, PA | Apr 2016 - Jul 2021 | 5 |
| North American Lutheran Church | Pittsburgh, PA | Feb 2016 - Jul 2021 | 5 |
| Bethesda Lutheran Services Board Of Directors | Meadville, PA | Mar 2013 - Jul 2021 | 8 |
| Bethesda Foundation For Children | Meadville, PA | Jan 2013 - Jul 2021 | 8 |
| Poly Smith Inc. | Meadville, PA | Dec 2009 - Jul 2021 | 11 |
| Butler County Sheriff's Office | Butler, PA | Mar 2009 - Jul 2021 | 12 |
| Howard International Ministries | Pittsburgh, PA | Jun 2007 - Jul 2021 | 14 |
| Pnc Investments | Pittsburgh, PA | Nov 2009 - Oct 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
- OH
- PA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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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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