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Gregory Gates

Group Managing Director, Chief Product & Technology OfficerLpl Financial LLCCRD 7069201

About Gregory Gates

Gregory Gates is listed as Group Managing Director, Chief Product & Technology Officer at Lpl Financial LLC in Fort Mill, SC. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Lpl Financial LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Gregory Gates work?

Gregory Gates is listed as Group Managing Director, Chief Product & Technology Officer at Lpl Financial LLC on SEC Form ADV.

How much of Lpl Financial LLC does Gregory Gates own?

Form ADV reports a beneficial ownership band of Under 5%.

Lpl Financial LLC

TitleGroup Managing Director, Chief Product & Technology Officer
OwnershipUnder 5%
Control personYes
Since2021