Gary Klobchar
Gary Klobchar is a registered investment advisor at LPL Financial LLC, based in Imperial, PA, 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
Imperial, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Other Business ActivitiesSells Insurance
Gary operates under the DBA Milestones Financial Group for his LPL business, dedicating most of his time to it. He also engages in non-variable insurance activities through Milestones Financial Group, taking about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Securian Financial Services, INC.Broker
New England SecuritiesBroker
State Registrations20 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.