Lpl Financial LLC
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About this Advisor
Gregory Munroe is a certified financial planner operating out of Boston, Massachusetts, who has been in the financial industry for 27 years. Munroe is an employee of Lpl Financial LLC. Over the course of their career, Munroe has held roles at Flagship Harbor Advisors, LLC, Ids Life Insurance Company, American Express Financial Advisors Inc and Lpl Financial, LLC. Munroe maintains a Series 63 license, which qualifies them as a securities agent, and is able to advise clients in Louisiana. Lpl Financial LLC is a financial advisory company that has its headquarters in Boston, Massachusetts. The firm has offices in 9,519 locations and a total of 22,790 people on staff. It has $159 billion in total assets between its 786,525 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 1,809 charitable organizations. Of its 786,525 client accounts, 27% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a number of services, including 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. Financial management fee schedules are based on which services the firm provides the client. However, fees charged by Lpl Financial LLC can include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Gregory Munroe Work History
Gregory has 28 years of experience.
Flagship Harbor Advisors, LLC
Lpl Financial, LLC
Ids Life Insurance Company
American Express Financial Advisors Inc
Gregory Munroe has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
New York, NY
San Diego, CA
San Diego, CA