Paul Groeber
Paul Groeber is a registered investment advisor at LPL Financial LLC, based in Clearwater, FL, with 27 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
18167 Us Hwy19 N Ste 400, Clearwater, FL, 33764
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2002Customer Dispute
February 2001Customer Dispute
December 1999Other Business ActivitiesSells Insurance
Paul is involved with Life Brokerage Financial Group, selling non-variable insurance products, specifically fixed life sales. This activity takes a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Nationwide Securities, LLC
1717 Capital Management Company
1717 Capital Management Company
Nationwide Securities, LLCBroker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Dean Witter Reynolds INC.Broker
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.