Craig Cohn is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 24 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
San Diego, CA
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Regulatory History (1)
Financial
August 2017Other Business Activities
Craig operates his LPL business under the DBA Summit Financial Partners, dedicating full-time hours to this investment-related activity. He is also the sole owner of Cohn & Company Inc., a business entity for tax/investment purposes, also taking full-time hours, though it is non-investment related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
Financial Network Investment CorporationBroker
Securian Financial Services, INC.Broker
State Registrations25 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.