Collin Loesch is a registered investment advisor at LPL Financial LLC, based in San Rafael, CA, with 3 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
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Collin is a director with The Greiner Family Foundation since 2013, dedicating minimal time. He is also a full-time Wealth Management Associate for Legacy Planning Partners, a HUB International Company, since November 2024.
Employment History
Current Registrations
LPL Financial LLCBroker
Global Retirement Partners LLC
HUB International Investment Services INC.Broker
HUB International Investment Services INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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