Curt Beyer is a registered investment advisor at LPL Financial LLC, based in Escondido, CA, with 26 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
500 La Terraza Blvd, Ste. 150, Escondido, CA, 92025
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2008Customer Dispute
August 2008Customer Dispute
May 2006Customer Dispute
April 2001Other Business Activities
Curt operates CMB Wealth Solutions as a DBA for his LPL business, dedicating full-time hours to it. He also has CJC Beyer, INC for tax/investment purposes, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 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.