Lpl Financial LLC
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About this Advisor
Gregory Horn is a financial advisor based in Lawrenceburg, Indiana who has 10 years of relevant experience. Horn currently works for Lpl Financial LLC. They have spent the entirety of their time as a financial advisor at Lpl Financial Llc. Horn holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to operate in Indiana, North Carolina and Texas. Lpl Financial LLC is a business operating out of Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It controls $368 billion in assets under management across its 1,688,501 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth clients who have at least $1 million in investable assets. The company provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management vary depending on which services the firm provides the client. However, fee types charged by Lpl Financial LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gregory Horn Work History
Gregory has been registered as a financial advisor for 10 years.*
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Gregory Horn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Newport Beach, CA
Walnut Creek, CA
Sea Girt, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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