Margaret Kosmerl
Margaret Kosmerl is a registered investment advisor at LPL Financial LLC, based in Glen Burnie, MD, with 34 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
898 Airport Park Rd, Ste 101, Glen Burnie, MD, 21061
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Margaret operates under the DBA Blue Heron Financial Group for her LPL business since 2008. She also works for Flight Plan Financial Services and NGFCU/NGFCU Wealth Management, dedicating about half of her time to each. Margaret spends minimal time selling long-term care insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.Broker
Retirement Investment GroupBroker
Investors Security Company, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations36 states
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