Gregory
Furer

Lpl Financial LLC

CRD#5193450
Investment Advisor
in Pittsburgh, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gregory Furer is a financial advisor based in Pittsburgh, Pennsylvania, working with Lpl Financial LLC. Gregory has previously held positions at Pnc Investments, Beratung Advisors (Dba), Bethesda Foundation For Children, Bethesda Lutheran Services Board Of Directors, Butler County Sheriff's Office, L3 Leadership, Poly Smith Inc, Howard International Ministries, North American Lutheran Church, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Fpa Of Pittsburgh, Andocia Creative, Kaplan, Inc, Beratung Partners, Inc, and Lpl Financial LLC. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio, Pennsylvania, and Texas. Currently, Gregory is part of Lpl Financial LLC, which operates out of Pittsburgh, Pennsylvania. 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, Series 65, 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

645 Rodi Rd; Ste 300
Pittsburgh, PA 15235-4569

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

PA Average: 13
Total Number of Accounts

1,910,545

PA Average: 661
Average Account Size

$242,588

PA 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

Gregory Furer Work History

2021 - Present (3 years)

Lpl Financial LLC

2021 - 2021 (< 1 year)

Andocia Creative

2021 - 2021 (< 1 year)

Kaplan, Inc

2020 - 2021 (1 year)

Beratung Partners, Inc

2019 - 2021 (2 years)

Fpa Of Pittsburgh

2019 - 2021 (2 years)

Fpa Of Pittsburgh

2016 - 2021 (5 years)

Beratung Advisors (Dba)

2016 - 2021 (5 years)

L3 Leadership

2016 - 2021 (5 years)

North American Lutheran Church

2016 - 2021 (5 years)

Waddell & Reed, Inc

2016 - 2021 (5 years)

Various Insurance Carriers For W&R Insurance Agencies

2013 - 2021 (8 years)

Bethesda Foundation For Children

2013 - 2021 (8 years)

Bethesda Lutheran Services Board Of Directors

2009 - 2016 (7 years)

Pnc Investments

2009 - 2021 (12 years)

Butler County Sheriff'S Office

2009 - 2021 (12 years)

Poly Smith Inc

2007 - 2021 (14 years)

Howard International Ministries

Disclosures

Please visit the SEC profile of Gregory Furer 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
David Cargill
Scottsdale, AZ
Andrew Sawyer
Bloomfield Hills, MI
Gregory Hauer
Omaha, NE
Charles Woodhull
Dayton, OH
Breanna Gardner
Fargo, ND
Nicholas Schnieders
Jefferson City, MO
Benjamin Bolen
Troy, MI

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started