Greg Coburn is a CFP-designated registered investment advisor at LPL Financial LLC, based in Oroville, CA, with 32 years of industry experience. Greg 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
2626 Oro Dam Blvd E, Oroville, CA, 95966
Get directionsHistory
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.
Exams
More Advisors
- Andrew Christensen, CFPStifel, Nicolaus & Company, Incorporated
- Arthur Garcia, CFPQuantum Wealth Advisors LLC
- Vincent Kurland, CFPEdward Jones