James Durbin
James Durbin is a CFP-designated registered investment advisor at LPL Financial LLC, based in Coeur D'Alene, ID, with 17 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
1110 W Park Place Ste 212, Coeur D'Alene, ID, 83814
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Regulatory History (1)
Criminal
June 1993Other Business ActivitiesSells Insurance
James operates Durbin Enterprises LLC DBA Silver Pine Wealth Management as a DBA for his LPL business. He also uses Durbin Enterprise LLC as a business entity for tax/investment purposes, and spends a few hours per week on insurance activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Edward Jones
Edward JonesBroker
State Registrations18 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.