Gregory Harold Bork

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

• 01/1999 → Present
  Linsco/Private Ledger Corp.
  Chicago, IL

Other Businesses

1. 6/21/2018 - Responsible Investment Group LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/31/2005 - 160 Hours Per Month/160 Hours During Securities Trading. 2. 03/12/2026-Genworth and CNA Insurance Companies-Agent-Other-Inv related-At Chicago, IL-Start date 03/03/2026-0hrs/mth-0hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-21
• S63 Uniform Securities Agent State Law Examination
  1999-03-29

Other Names

• Greg Bork
• Gregory Bork
• Greg Bork