Loreen Gilbert
Loreen Gilbert is a registered investment advisor at LPL Financial LLC, based in Darien, IL, with 35 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
8172 S Cass Ave, Darien, IL, 60561
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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
Loreen is involved in several business activities, including non-variable insurance sales (life, health, and long-term care) and real estate rentals. She also provides seminars and resells legal plans, dedicating minimal time to each of these endeavors outside of her primary financial advisory role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
401(k) Investment Advisors, INC.
Princor Financial Services CorporationBroker
Financial Network Investment CorporationBroker
Financial Network Investment Corporation
Sunamerica Securities, INC.Broker
ICMA - Rc Services, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations33 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.