Greg Leo Lapierre

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

• 07/1989 → Present
  State Mutual Companies
  Manchester, NH
• 07/2007 → Present
  Lpl Financial Llc
  Somersworth, NH

Previous Registrations

• 2004-07-22 → 2015-03-04
  Northeast Planning Associates, Inc.
  Portsmouth, NH
  Somersworth, NH
  Newington, NH
  Bedford, NH
  Portsmounth, NH
• 2003-11-25 → 2004-09-29
  Mutual Service Corporation
  Portsmouth, NH
  Portsmouth, NH
• 1999-03-03 → 2003-11-13
  Veravest Investment Advisors, Inc.
  Portsmouth, NH

Other Businesses

1. 07/19/2007: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 1% Time Spent - Term life and fixed annuities 2. 7/8/2020 - Bureau Veritas NA - Not Investment Related - Home Based - Outside/W-2 Employment - Started 01/01/2020 - 80 Hours Per Month/40 Hours During Securities Trading - Working remotely - Research, compile, analyze and document city building and zoning regulations that pertain to specific commercial properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-19
• S63 Uniform Securities Agent State Law Examination
  1990-04-23