Derek Coburn
Derek Coburn is a registered investment advisor at LPL Financial LLC, based in Mclean, VA, 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
8300 Greensboro Drive # 700, Mclean, VA, 22102
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Regulatory History (1)
Customer Dispute
March 2021Other Business ActivitiesSells Insurance
Derek is the founder and CEO of a networking website, spending about half his time on it. He is also associated with HUB International and Global Retirement Partners, dedicating full-time hours to these roles, which involve investment advisory services and related activities.
Employment History
Current Registrations
LPL Financial LLC
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Washington Financial Group, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations17 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.