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Jason Gergely, financial advisor Warsaw IN

Jason Gergely

CRD Number: 6408645
Current Firm: Lpl Financial LLC
Compensation Model: Both
Jason Gergely (CRD# 6408645) is an Investment Advisor Representative working at Lpl Financial LLC in Warsaw, IN and has 1 year of experience in the finance industry.
CONTACT
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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Warsaw, IN Nov 2014 - Current 9
Angie's List Indianapolis, IN May 2009 - Oct 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2015
Contact Info for Jason T. Gergely
122 W Market St, Warsaw, IN 46580
Phone Number: 704-733-3300
Firm Website: https://lplgovernmentrelations.com/sitepages/homepage.aspx
Registered State(s):
  • IN
  • MS
Current Firm Details
Lpl Financial LLC
Firm's CRD Number: 6413
1055 Lpl Way, Fort Mill, SC 29715
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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
The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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