Gregg Allen Horsman

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

• 05/2016 → 06/2019
  H. Beck, Inc.
  Bethesda, MD
• 06/2019 → Present
  Lpl Financial Llc
  Adel, IA

Previous Registrations

• 2016-05-27 → 2019-06-14
  Grove Point Investments, Llc
  Clive, IA
  Rockville, MD
• 2003-02-07 → 2016-05-27
  Vsr Financial Services, Inc.
  Overland Park, KS
  Dripping Springs, TX
  Clive, IA
  Clive, IA
  Overland Park, KS
• 1999-05-24 → 2003-02-07
  The Masters, Inc.
  West Des Moines, IA

Other Businesses

1)6/14/19- Ancillous Insurance Sales- Non-Variable Insurance- Inv. Related- West Des Moines, IA - 1hr/mth -1 % 2)6/14/19- Select Financial- DBA for LPL Business (entity for LPL business)- Inv. Related- West Des Moines, IA- start dat 6/13/19- 160hrs/mth - 100%

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-08-01