Gary Glockzin
Gary Glockzin is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, 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
11582 Winding Ridge Drive, San Diego, CA, 92131
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Regulatory History (1)
Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Gary is involved in several business activities, including entities for tax/investment purposes, real estate, and non-variable insurance. He spends about half his time on Glockzin, Inc and Gary Glockzin Companies.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Mutual Service CorporationBroker
Centaurus Financial, INC.Broker
Titan/value Equities Group, INC.Broker
Darnall, Kemna & CO., INC.Broker
Waddell & Reed, INC.Broker
State Registrations31 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.