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CFP
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CFP

James Durbin

LPL Financial LLC
18 Years of Experience
Coeur D'Alene, ID
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

James Durbin is a CFP-designated registered investment advisor at LPL Financial LLC, based in Coeur D'Alene, ID, with 18 years of industry experience. James 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1110 W Park Place Ste 212, Coeur D'Alene, ID, 83814

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
June 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
November 2023 - Present · 2 yrs 11 mos
LPL Financial LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Kestra Advisory Services, LLC
October 2018 - November 2023 · 5 yrs 1 mo
Kestra Investment Services, LLCBroker
October 2018 - November 2023 · 5 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2015 - October 2018 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLC
September 2015 - October 2018 · 3 yrs 1 mo
Edward Jones
June 2008 - September 2015 · 7 yrs 3 mos
Edward JonesBroker
May 2008 - September 2015 · 7 yrs 4 mos
State Registrations19 states
ALAZCACOFLHIIDINMNMOMSMTNVOHOKORTXUTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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