Valerie Krebs
Valerie Krebs is a registered investment advisor at LPL Financial LLC, based in Santa Rosa, CA, with 13 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
640 3rd St, Santa Rosa, CA, 95404
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Regulatory History (1)
Customer Dispute
June 2022Other Business Activities
Valerie operates Aurum Investment Management as a DBA for her LPL business. She also provides investment advisory services through Golden State Wealth Management, LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Golden State Wealth Management, LLC
LPL Financial LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.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.