Gregory Allen Furer
Investment adviser representative at LPL Financial LLC
14 yearsExperience
3 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
14 years in the industry.
- LPL Financial LLCJul 2021 to now
- Kaplan, IncMay 2021 to Jul 2021
- Andocia CreativeApr 2021 to Jul 2021
- Beratung Partners, IncJan 2020 to Jul 2021
- Fpa of PittsburghJan 2019 to Jul 2021
- Beratung Advisors (dba)Oct 2016 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesOct 2016 to Jul 2021
- Waddell & Reed, IncOct 2016 to Jul 2021
- L3 LeadershipApr 2016 to Jul 2021
- North American Lutheran ChurchFeb 2016 to Jul 2021
- Bethesda Lutheran Services Board of DirectorsMar 2013 to Jul 2021
- Bethesda Foundation for ChildrenJan 2013 to Jul 2021
- Poly Smith IncDec 2009 to Jul 2021
- Butler County Sheriff's OfficeMar 2009 to Jul 2021
- Howard International MinistriesJun 2007 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (OH, PA, 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
- 5193450
- Firm CRD
- 6413