Craig Maytubby
Craig Maytubby is a registered investment advisor at LPL Financial LLC, based in Bakersfield, CA, 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
1717 Truxtun Ave, Bakersfield, CA, 93301
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Craig operates Strata Investment Services as a DBA for his LPL business. This investment-related activity takes nearly full-time hours during trading.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Invest Financial Corporation
Invest Financial CorporationBroker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Wm Financial Services, INC.Broker
Painewebber IncorporatedBroker
State Registrations5 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.