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Glenn Schnell

16 Years of Experience
Hamilton, OH
Broker

Glenn Schnell is a registered investment advisor at LPL Financial LLC, based in Hamilton, OH, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

794 NW Washington Blvd., Hamilton, OH, 45013

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Glenn operates under the DBA LCNB Investment Services. He also serves as a trustee for a homeowners association and is an investment committee member for St. Peter & St. Paul U.C.C., dedicating minimal time to the latter.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2012 - Present · 13 yrs 10 mos
LPL Financial LLC
July 2012 - Present · 13 yrs 10 mos
LPL Financial LLC
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Edward Jones
September 2009 - July 2012 · 2 yrs 10 mos
Edward JonesBroker
August 2009 - July 2012 · 2 yrs 11 mos
State Registrations16 states
ALCACTDCFLILINKYMAMDMINCOHSCTXVA
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.