Morgan Stanley
45yrs
Top advisor by experience in Greensburg
6yrs
Greg Holzer
Financial advisor at LPL Financial
Greg Holzer is a fiduciary financial advisor in Greensburg, Pennsylvania, with 6 years in the industry. Greg joined LPL Financial in 2021, after a year at FSC Securities. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 132 advisors with offices in Greensburg, and one of 117 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office133 Donohoe Rd Suite 201, Greensburg, PA 15601
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowLPL Financial LLCCurrent firm
- Mar 2021 – Sep 2021FSC Securities CorporationPreviously
Questions to ask Greg
Tailored to Greg’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 Greg
How do I contact Greg?
Call LPL Financial at 704-733-3300 and ask for Greg Holzer. Greg works from the Greensburg, PA office.
How long has Greg been a financial advisor?
Greg has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Greg hold?
Series 66. Tap any license on this page to see what it allows.
Is Greg a fiduciary?
Greg is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Greg paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Greg 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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