Kurt Spackman is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 12 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
10620 Treena St #230, San Diego, CA, 92131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kurt operates under the DBA Capital Resource Management for his LPL business since 2017. He also owns rental real estate property with Annalee Spackman since 2010.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
Capital Resource Management, INC.
National Planning CorporationBroker
State Registrations20 states
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