Glenn Cohen
Glenn Cohen is a registered investment advisor at LPL Financial LLC, based in Paramus, NJ, with 28 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
461 From Rd Ste 385, 3rd Floor, Paramus, NJ, 07652
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Regulatory History (1)
Employment Separation After Allegations
October 2019Other Business ActivitiesSells Insurance
Glenn is a salesman for LifePolicy Pros, selling non-variable insurance, dedicating minimal time. He also operates Gedalia Cohen Investment Services as a DBA for his LPL business, and Gedalia Cohen Investors Inc. as a business entity for tax/investment purposes, dedicating a few hours per week to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
Edward Jones
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations8 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.