Greg Coburn
Greg Coburn is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Francisco, CA, with 31 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
2606 Ocean Ave, San Francisco, CA, 94132
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Regulatory History (1)
Criminal
November 1987Other Business Activities
Greg is doing business as BMO Investment Services, which is an entity for his LPL business. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bancwest Investment Services, INC.Broker
Bancwest Investment Services, INC. (bwis)
Tiaa-Cref Advice and Planning Services
Teachers Personal Investors Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations9 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.