Gregory Bright, financial advisor Valdosta GA
90 score

Gregory Bright

CRD Number: 5521314
Current Firm: Lpl Financial LLC

Gregory Bright (CRD# 5521314) is an Investment Advisor Representative working at Lpl Financial LLC in Valdosta, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Onward Wealth Development Valdosta, GA Dec 2015 - Current 1
Lpl Financial LLC Valdosta, GA Apr 2008 - Current 8
Valdosta State University Valdosta, GA Aug 2004 - May 2008 3
Ampco System Parking Valdosta, GA May 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Gregory D. Bright
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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