Glenn Drake is a CFP-designated registered investment advisor at LPL Financial LLC, based in Crownsville, MD, with 37 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
1321 Generals Hwy Ste 300, Crownsville, MD, 21032
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Regulatory History (1)
Customer Dispute
March 2012Other Business Activities
Glenn operates his LPL business through CenterPoint Wealth Advisors and manages business entities GD3, Inc. and Drake-Kinzer Wealth Management LLC for tax/investment purposes. He also acts as a co-trustee for The Drake-Kinzer Wealth Management 401k, spending minimal time on this fiduciary role.
Employment History
Current Registrations
LPL Financial LLC
Apollon Financial, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
State Registrations32 states
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.