Nan Cohen
Nan Cohen is a CFP-designated registered investment advisor at LPL Financial LLC, based in Pepper Pike, OH, with 32 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
30195 Chagrin Blvd Ste 208W, Pepper Pike, OH, 44124
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2010Customer Dispute
March 2010Customer Dispute
November 2009Other Business ActivitiesSells Insurance
Nan operates Creekside Financial Advisors as a DBA for her LPL business, dedicating nearly full-time hours to it. She is also a co-owner of Creekside Financial Holdings, LLC for tax/investment purposes, and receives property and casualty insurance trails through NTM Ventures.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations26 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.