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Gregory Alan Hagbom

LPl Financial LLC

East Lansing, MI

CRD 842701

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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
MI RA APPROVED 2010-09-03
  • MI RA
    APPROVED
    Since 2010-09-03

Branch Locations

East Lansing, MI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • 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 (F/K/A Linsco/Private Ledger Corp.) East Lansing MI 02/1999 Present
  • 02/1999 → Present
    Lpl Financial Llc (F/K/A Linsco/Private Ledger Corp.)
    East Lansing, MI
Other Businesses

(1) 05/28/1999 - INVESTMENT & INSURANCE SALES - HAGBOM & COMPANY - EAST LANSING, MI

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-11-29
  • S63 Uniform Securities Agent State Law Examination
    1983-11-29
Designations
  • Chartered Financial Consultant
Other Names
  • Greg Hagbom

View on SEC IAPD

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