Craig Cohn is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 25 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
San Diego, CA
Get directionsHistory
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 NetworkBroker
Commonwealth Financial Network
LPL Financial LLCBroker
LPL Financial LLC
Financial Network Investment CorporationBroker
Securian Financial Services, INC.Broker
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.
Exams
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