Gregory
Munroe

Lpl Financial LLC

CRD#2282929
Investment Advisor
in Boston, MA
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About this Advisor

Gregory Munroe is a certified financial planner working in Boston, Massachusetts, who has been in the financial industry for 26 years. Munroe currently works for Lpl Financial LLC. The advisor has gained experience at Flagship Harbor Advisors, LLC, Ids Life Insurance Company, American Express Financial Advisors Inc and Lpl Financial, LLC. Munroe maintains a Series 63 license, certifying them as a securities representative, and is registered to advise clients in Louisiana. Lpl Financial LLC is a business operating out of Boston, Massachusetts. The firm has offices in 8,011 locations and a total of 22,703 people on staff. It manages $153 billion in assets under management between its 680,466 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 899 charitable organizations. Of its 680,466 customer accounts, 23% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a broad set 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 advice usually are based on which services are offered. However, fees charged by Lpl Financial LLC most likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

26 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

346 Commercial St
Boston, MA 02109

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

MA Average: $16,012,751,954
Total Number of Employees

22,790

MA Average: 118
Total Number of Accounts

786,525

MA Average: 4,567
Average Account Size

$202,281

MA Average: $3,506,186

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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
  • Other

Gregory Munroe Work History

Gregory has 26 years of experience.

2010 - Present (9 years)

Flagship Harbor Advisors, LLC

2010 - Present (9 years)

Lpl Financial, LLC

1992 - Present (27 years)

Ids Life Insurance Company

1992 - 2010 (18 years)

American Express Financial Advisors Inc

Disclosures

Gregory Munroe has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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