Genevie Osborn
Genevie Osborn is a registered investment advisor at LPL Financial LLC, based in Crestview Hills, KY, with 23 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
529 Centre View Blvd, Crestview Hills, KY, 41017
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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 ActivitiesSells Insurance
Genevie is involved with several business entities, including GMO, LLC (dba Aurora Financial Consultants), Sucker Brook LLC, and Troika Ventures LLC. She also works as an agent for non-variable insurance, dedicating minimal time to Troika Ventures LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations26 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.