Harry Robinson Greyard
Investment adviser representative at LPL Financial LLC
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- LPL Financial LLCJul 2021 to now
- Myrtle Street Pier Association Inc.Jan 2021 to Jul 2021
- Greyard BrothersJan 2020 to Jul 2021
- Harry R Greyard LLCJul 2019 to Jul 2021
- Deneault & Greyard LLCFeb 2019 to Jul 2021
- Fpa of CharlotteJul 2015 to Jul 2021
- Financial Planning Association of CharlotteMay 2013 to Jul 2021
- Avondale Presbyterian ChurchJan 2012 to Jul 2021
- Queens UniversityAug 2000 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesMar 1994 to Jul 2021
- Waddell & Reed, Inc.Jan 1994 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2451854
- Firm CRD
- 6413