Gregory Brenton Wilson
Investment adviser representative at LPL Financial LLC
15 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
15 years in the industry.
- LPL Financial LLCAug 2024 to now
- The Vanguard Group, Inc.Apr 2023 to Aug 2024
- Banks Trail Middle School Fort Mill School District 4Mar 2023 to Mar 2023
- Study.comFeb 2023 to Feb 2023
- Attractions Fine Dining and ValueJun 2022 to Mar 2023
- Banks Trail Middle School Fort Mill School District 4Aug 2018 to May 2022
- York Middle School York School District 1Aug 2017 to May 2018
- Winthrop UniversityJul 2015 to Aug 2017
- Catawba Animal ClinicMay 2011 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 7710447
- Firm CRD
- 6413