Nathan Rosenberg
Nathan Rosenberg is a registered investment advisor at LPL Financial LLC, based in Coral Springs, FL, with 25 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
11776 W Sample Rd Ste 104, Coral Springs, FL, 33065
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Regulatory History (1)
Criminal
July 1984Other Business ActivitiesSells Insurance
Nathan is the President of Complete Analysis, Inc., dealing with non-variable insurance. This activity takes nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Intersecurities, INC.
Intersecurities, INC.Broker
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.