Gregory Francois Philippe Achard

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → Present
  Bmo Harris Bank
  San Francisco, CA
• 07/2019 → 01/2020
  L'ECole Francaise
  Chicago, IL
• 07/2019 → 01/2020
  L' Occitane
  Chicago, IL
• 10/2008 → 02/2019
  Bnp Paribas
  Paris
• 02/2019 → 07/2019
  Unemployed
  Chicago, IL
• 04/2022 → 07/2023
  Bancwest Investment Services Inc
  San Francisco, CA
• 07/2023 → Present
  Lpl Financial Llc
  Palo Alto, CA
• 04/2022 → 07/2023
  Bank Of The West
  San Francisco, CA
• 02/2020 → 04/2022
  Bank Of The West
  San Francisco, CA

Previous Registrations

• 2022-03-22 → 2023-07-19
  Bancwest Investment Services, Inc.
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  Mountain View, CA
  Palo Alto, CA
  Palo Alto, CA
  Redwood City, CA

Other Businesses

1. 05/09/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 05/09/2023 - Rental Property Belleville - Investment Related - Paris, France - Real Estate Rental - Start Date 01/17/2016 - 0 Hours Per Month/ During Trading 3. 05/09/2023 - Rental Property Haxo - Investment Related - Paris, France - Real Estate Rental - Start Date 02/11/2019 - 0 Hours Per Month/ During Trading 4. 11/09/2023 - BMO Bank NA - Financial Institution Duty - Relationship Manager - Investment Related - At Reported Business Location(s) - Start Date 08/06/2023 - 160 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2022-03-21

Other Names

• Gregory Achard