Harry Robinson Greyard

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

• 01/1994 → 07/2021
  Waddell & Reed, Inc.
  Charlotte, NC
• 08/2000 → 07/2021
  Queens University
  Charlotte, NC
• 03/1994 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Charlotte, NC
• 01/2012 → 07/2021
  Avondale Presbyterian Church
  Charlotte, NC
• 05/2013 → 07/2021
  Financial Planning Association Of Charlotte
  Charlotte, NC
• 07/2015 → 07/2021
  Fpa Of Charlotte
  Charlotte, NC
• 02/2019 → 07/2021
  Deneault & Greyard Llc
  Charlotte, NC
• 07/2019 → 07/2021
  Harry R Greyard Llc
  Charlotte, NC
• 01/2020 → 07/2021
  Greyard Brothers
  Dunn, NC
• 01/2021 → 07/2021
  Myrtle Street Pier Association Inc.
  White Lake, NC
• 07/2021 → Present
  Lpl Financial Llc
  Charlotte, NC

Previous Registrations

• 1997-08-01 → 2021-07-21
  Waddell & Reed
  Charlotte, NC
  Charlotte, NC
  Charleroi, PA
  Charlotte, NC
  Hickory, NC
  Hickory, NC

Other Businesses

1) 08/02/2021 - Business Entity For Tax/Investment Purposes Only - Deneault & Greyard LLC - Investment Related - Home Based - Started 2019 - 40 Hours Per Month 2) 08/02/2021 - Non-Variable Insurance - Harry Greyard - AOCP - Investment Related - At Reported Business Location(s) 3) 08/02/2021 - Real Estate Rental - Greyard Brothers - Investment Related - Dunn, NC - Started 2020 4) 08/02/2021 - Business Entity For Tax/Investment Purposes Only - Harry R. Greyard, LLC - Not Investment Related - Home Based - 1 Hour Per Month 5) 08/02/2021 - Financial Planning Association of Charlotte - Other - Teacher - Not Investment Related - Home Based - Started 2000 6) 11/14/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Sales - Start Date - 09/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading 7) 03/17/2025 - Deneault & Greyard LLC - Investment Related - At Reported Business Location(s - DBA for LPL Business (entity for LPL business) - Start date: 02/13/2019 - 2 Hours Per Month/0 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-23
• S63 Uniform Securities Agent State Law Examination
  1994-03-10

Designations

• Certified Financial Planner

Other Names

• Harry Greyard