Sandra Kobel
Sandra Kobel is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Rochester, NY, with 39 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
625 Panorama Trail, Bldg 1 Suite 107, Rochester, NY, 14625
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Regulatory History (1)
Customer Dispute
August 2019Other Business ActivitiesSells Insurance
Sandra is an insurance agent selling fixed annuities, life, health, and long-term care insurance since 1987, dedicating a few hours per week. She also owns Kobel Financial Planning, offering securities and investment advisory services full-time, and works as a consultant for Kobel Consulting a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Wall Street Financial Group, INC.Broker
Wall Street Financial Group, INC
Qa3 Financial CORP.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
Ameriprise Financial Services, INC.Broker
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
Allmerica Investments, INC.Broker
Am&m Investment Brokers, INC.Broker
Guardian Investor Services CorporationBroker
Capital Analysts, IncorporatedBroker
Sma Equities, INC.Broker
State Registrations11 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.