Chemerin
Gregg

Lpl Financial LLC

CRD#5211282
Investment Advisor
in Pinehurst, NC

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About this Advisor

Chemerin Gregg is a financial advisor based in Pinehurst, North Carolina, working with Lpl Financial LLC. Chemerin has previously held positions at H. D. Vest Investment Services, Network Plan Services, Inc, Wealth Planning Advisors Inc, Lpl Financial, LLC, and Parker Lane LLC. Chemerin has passed the Series 63 regulatory exam and is registered to provide services in North Carolina. Currently, Chemerin is part of Lpl Financial LLC, which operates out of Pinehurst, North Carolina. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

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

$463,475,486,343

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

35,841

NC Average: 13
Total Number of Accounts

1,910,545

NC Average: 661
Average Account Size

$242,588

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

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

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
Nicholas Geric
Winter Haven, FL
Christopher Claude
Altamonte Springs, FL
Kedishia Grant
Fort Mill, SC
Tyler Zavala
Peoria, AZ
Frederick Martens
Novato, CA
John Senchak
Hyde Park, NY
David Wiley
La Jolla, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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