Deena Kobrin
Deena Kobrin is a registered investment advisor at LPL Financial LLC, based in Boca Raton, FL, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Boca Raton, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Other Business Activities
Deena is a referral agent with a real estate sales license since 2017, allowing her to collect referral fees for connecting clients with real estate agents. This activity requires minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Citizens Securities, INC.
Citizens Securities, INC.Broker
Next Financial Group, INC.Broker
Next Financial Group, INC.
Ic Advisory Services, INC.
The Investment Center, INC.Broker
The Investment Center, INC.
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Summit Financial Services Group, INC.Broker
Fiserv Investor Services, INC.Broker
Prime Capital Services, INC.Broker
Natwest Investor Services CorporationBroker
Uslife Equity Sales CORP.Broker
Painewebber IncorporatedBroker
Russo Securities INC.Broker
Needham & Company, INC.Broker
Shatkin Investment CORP.Broker
Philips, Appel & Walden, INC.Broker
Kobrin Securities, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.