Theresa Kohles is a registered investment advisor at LPL Financial LLC, based in Hackensack, NJ, 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
210 River St Ste 12, Hackensack, NJ, 07601
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Theresa is a partner at ABT Associates, where she spends about a quarter of her time on tax preparation, accounting, and bookkeeping. She also spends the majority of her time on ABT Financial, a DBA for her LPL business, at the reported business locations.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Portfolio Partners, LLC
Insight Private Advisors, LLC
LPL Financial LLC
Park Avenue Securities LLC
Park Avenue Securities 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.