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Top 18% by experience at Edward Jones
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Gregory Smith has worked in the financial industry for 38 years and is a fiduciary financial advisor based in Purcell, Oklahoma. Gregory has been with LPL Financial since 2024; before that, Gregory spent 13 years at Wells Fargo Advisors and two years at Morgan Stanley. Gregory holds the CFP® designation.
One of 7 advisors with offices in Purcell, and one of 7 fiduciaries.
At a glance
Experience38 years (since 1988)
How that compares ?Top advisor by experience in Purcell
OfficePurcell, OK
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2024 – nowLPL Financial LLCCurrent firm
- 2011 – 2024Wells Fargo Clearing Services, LLCPreviously
- 2009 – 2011Morgan StanleyPreviously
- 2000 – 2009Citigroup Global Markets Inc.Previously
Contact Gregory
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Gregory. Purcell, OKOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gregory
How do I contact Gregory?
Call LPL Financial at (704) 733-3300 and ask for Gregory Smith. Gregory works from the Purcell, OK office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 1988, about 38 years. Top advisor by experience in Purcell.
What licenses does Gregory hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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