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Gregory Thomas Soto

LPl Financial LLC

Harrisburg, PA

Washington Twp, OH

CRD 8222012

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2026-03-16
  • CA RA
    APPROVED_RES
    Since 2026-03-16

Branch Locations

2040 Linglestown Rd, Suite 300, Harrisburg, PA 17110 • United States

Washington Twp, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Washington Twp OH 02/2026 Present
Retired Washington Township OH 07/2020 02/2026
Lawrence Livermore National Laboratory Livermore CA 05/1984 07/2020
  • 02/2026 → Present
    Lpl Financial Llc
    Washington Twp, OH
  • 07/2020 → 02/2026
    Retired
    Washington Township, OH
  • 05/1984 → 07/2020
    Lawrence Livermore National Laboratory
    Livermore, CA
Other Names
  • Gregory Soto

View on SEC IAPD

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Nearby Offices

SANTANDER SECURITIES LLC · Conshohocken, PA
J.P. MORGAN SECURITIES LLC · Conshohocken, PA
CITIZENS SECURITIES, INC. · CONSHOHOCKEN, PA

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