Greg Coburn (CRD# 2349925) is an Investment Advisor Representative working at Lpl Financial LLC in Pendleton, OR and has over 30 years of experience in the finance industry. Greg Coburn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4841946
Edward Jones
CRD# 2854812
D.a. Davidson & Company
CRD# 6207547
D.a. Davidson & Company
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Walnut Creek, CA | Jul 2023 - Current | < 1 |
Bancwest Investment Services | San Ramon, CA | Jun 2016 - Current | 7 |
Bank Of The West | San Ramon, CA | Jun 2016 - Current | 7 |
Unemployed | Martinez, CA | Nov 2015 - May 2016 | < 1 |
Tiaa-cref Individual & Institutional Services, LLC | San Francisco, CA | Jun 1994 - Oct 2015 | 21 |
Tiaa | San Francisco, CA | Jun 1994 - Oct 2015 | 21 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1993 |
S65 | NASAA Investment Advisors Law Examination | Jul 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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