Jeffrey Kobak
Jeffrey Kobak is a registered investment advisor at LPL Financial LLC, based in Westlake, OH, 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
27865 Clemens Road, Ste 2, Westlake, OH, 44145
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2008Regulatory
May 2007Other Business ActivitiesSells Insurance
Jeffrey operates his LPL business through Maxim Financial Group LLC. He also sells life insurance and fixed annuities through Creative One, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations7 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.