Momentum Independent Network
47yrs
Top advisor by experience in Colorado Springs
8yrs
Gregory Smith is a fiduciary financial advisor in Colorado Springs, Colorado, with 8 years in the industry. After two years at Morgan Stanley, Gregory joined LPL Financial in 2021, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1045 advisors with offices in Colorado Springs, and one of 989 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office3606 Austin Bluffs Parkway, Colorado Springs, CO 80918
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowLPL Financial LLCCurrent firm
- Dec 2018 – Dec 2020Morgan StanleyPreviously
Contact Gregory
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Gregory. 3606 Austin Bluffs ParkwayColorado Springs, CO 80918Office · Get directions Facebook pageLPL Financial
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Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- 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
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About Gregory
How do I contact Gregory?
Call LPL Financial at (704) 733-3300 and ask for Gregory Smith. Gregory works from the Colorado Springs, CO office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Gregory hold?
Series 63, Series 66. 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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