Gary Glockzin
Gary Glockzin is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 40 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
11582 Winding Ridge Drive, San Diego, CA, 92131
Get directionsHistory
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.
Exams
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