Gregory Brooks Whitehead

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

• 06/2016 → Present
  Melvin Bibb Segars And Associates, Pc
  Huntsville, AL
• 09/2017 → Present
  Lpl Financial Llc
  Huntsville, AL

Previous Registrations

• 2013-11-04 → 2015-02-19
  Raymond James Financial Services Advisors, Inc
  Madison, AL

Other Businesses

1) 9/8/17- Russell Financial Advisors LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Huntsville, AL- 100% 2) 9/8/17- Melvin, Bibb, Segars, & Associates, P.C.- CPA Affiliate Program/CPA Partner- Inv. Related- Huntsville, AL- start date 7/1/2016- 100% 3) 10/30/2024 - Margaret Rose Anne Shearer Management Trust - Act in a Fiduciary Capacity - Trustee - Not Investment Related - Home Based & Reported Business Location(s) - Start Date 09/08/2017 - 20 Hours Per Month/ 0 Hours During Trading 4) 04/02/2025 - MBS, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:01/15/2024 - 2 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-29