Sandra Cohn is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 6 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
San Diego, CA
Get directionsHistory
Regulatory History (1)
Financial
July 2017Other Business Activities
Sandra operates her LPL business through Summit Financial Partners, dedicating full-time hours to it. She also spends about a quarter of her time in tax preparation/accounting/CPA work through COHN TAX COMPANY, INC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
American Funds Distributors, INC.Broker
State Registrations1 state
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.