Craig Macomber is a registered investment advisor at LPL Financial LLC, based in Irvine, CA, with 18 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
2040 Main Street, Suite 175, Irvine, CA, 92614
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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
Craig provides investment advisory services through Stratos Wealth Partners, dedicating nearly full-time hours to this activity. He also has several DBAs for his LPL business, owns rental real estate, and is involved with insurance-related activities, including getting appointed with Crump Life Insurance and working as an insurance agent for BGA Insurance and Dixon Wells / Vanbridge.
Employment History
Current Registrations
LPL Financial LLC
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations26 states
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