Gregory Allen Large

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 → 01/2018
  Nbc Securities Inc
  Granville, OH
• 01/2018 → 01/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 05/2019 → 01/2023
  Vantage Financial Group Inc
  Cleveland, OH
• 01/2023 → Present
  Lpl Financial Llc
  Newark, OH

Previous Registrations

• 2018-01-03 → 2023-01-25
  Cetera Wealth Services, Llc
  Newark, OH
• 2019-06-04 → 2023-01-25
  Vantage Financial Group, Inc.
  Cleveland, OH
  Newark, OH
• 2016-06-01 → 2018-01-02
  Lanark Financial, Inc.
  Granville, OH

Other Businesses

1) 01/09/2023 - Retirement Blueprints LLC - Non-Variable Insurance - Selling: Term, Whole, Universal, Long Term Care - Newark, OH 43055 - Investment related - 8 Hours per month - Start date: 01/04/2023. 2) 01/09/2023 - Retirement Blueprints LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 05/14/2024 - Retirement Blueprints Real Estate Holdings, LLC - Business Entity For Tax/Investment Purposes Only - 1760 N 21st Street, Newark, OH 43055 - Start Date 05/10/2024 - 5 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  1999-03-11

Other Names

• Greg Allen Large