Chemerin
Gregg

Lpl Financial LLC

CRD#5211282
Investment Advisor
in Pinehurst, NC

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About this Advisor

Chemerin Gregg is a certified financial planner operating out of Pinehurst, North Carolina with 3 years of relevant experience. Gregg is currently employed by Lpl Financial LLC. During their career, Gregg has held roles at H. D. Vest Investment Services, Network Plan Services, Inc, Wealth Planning Advisors Inc, Lpl Financial, LLC and Parker Lane LLC. Gregg maintains a Series 63 license, designating them as a securities broker, and can serve investors in North Carolina. Lpl Financial LLC is a registered investment company operating out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It has $368 billion in assets under management between its 1,688,501 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth investors who have at least $1 million in investable assets. Lpl Financial LLC performs a diverse assortment 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 advisory services usually are based on which services the firm provides the client. However, fee types charged by Lpl Financial LLC most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 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

Office Location

40 Parker Ln
Pinehurst, NC 28374

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

NC Average: $646,059,043
Total Number of Employees

31,366

NC Average: 13
Total Number of Accounts

1,688,501

NC Average: 661
Average Account Size

$217,956

NC Average: $977,396

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

Chemerin Gregg Work History

Chemerin has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial, LLC

2018 - 2020 (2 years)

Parker Lane LLC

2013 - 2020 (7 years)

Wealth Planning Advisors Inc

2011 - 2020 (9 years)

H. D. Vest Investment Services

2010 - 2015 (5 years)

Network Plan Services, Inc

*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.

Disclosures

Please visit the SEC profile of Chemerin Gregg 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

Eric Matthews
Fort Mill, SC
Gregory Yuen
Aptos, CA
Gregory Mason
Biloxi, MS
John Gehlhaart
Waukesha, WI
Kevin Harvey
Chico, CA
Michael Evans
Westerville, OH
Diane Winner
Ann Arbor, MI
Hyun Song
Vienna, VA

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 profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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