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Gregory Raleigh

Advisor at LPL Financial

Updated today

Location

Reno, NV 89521

Credentials

Series 63, Series 66

Industry experience

13 years

About

Gregory Raleigh is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Waddell & Reed, Washoe Wealth Advisors, and the Northern California PGA. Raleigh has also been involved with community organizations such as the Rotary Club of Reno Central and the For Kids Foundation. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

10765 Double R Blvd, Ste 202

Reno, NV 89521

Most active in

Nevada

Work history

LPL Financial

2021 - Present (5 years)

For Kids Foundation

2020 - 2021 (1 year)

Rotary Club of Reno Central

2019 - 2021 (2 years)

Washoe Wealth Advisors Inc.

2019 - 2021 (2 years)

James Lewis

2019 - 2021 (2 years)

Northern California PGA

2018 - 2019 (1 year)

The First Tee of Northern Nevada

2018 - 2018 (1 year)

Arrowcreek GC Men's Club

2016 - 2017 (1 year)

Skal International

2015 - 2017 (2 years)

Various Insurance Carriers For W&R Insurance Agencies

2013 - 2021 (8 years)

Waddell & Reed, Inc

2013 - 2021 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Reno, NV

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Christian Hatch is the sole advisor at Hatchet Financial, LLC, an independent firm based in Reno, NV. He holds a Series 65 designation and has four years of industry experience, including roles at Nevada Retirement Planners and Pathfinder Wealth Management. Outside of his advisory work, he is employed full-time as a security officer at Switch, Inc. Hatchet Financial provides investment management and financial planning services primarily for individual clients, including some high-net-worth individuals. The firm’s approach incorporates asset allocation and Modern Portfolio Theory, blending passive and active strategies tailored to client risk tolerance and objectives.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Michael A

Series 63, Series 65

Reno, NV

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Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Long-term care insurance Cross-border / expatriate tax planning Founder/Business Owner Retired Young Professionals Mid-Career Professionals Retired
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CFP®, Series 66

Reno, NV

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Wealth management Active portfolio management Concentrated stock management
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CFP®, CFA®, Series 63, Series 65

Reno, NV

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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses
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Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.) General tax planning General retirement planning Wealth management Founder/Business Owner
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Series 66

Reno, NV

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Private / alternative investments Options & derivatives strategies Active portfolio management Real estate investing Founder/Business Owner
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