Gerard
Kohler

Lpl Financial LLC

CRD#273275
Investment Advisor
in Fallbrook, CA

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About this Advisor

Gerard Kohler is a financial advisor working out of Fallbrook, California with 14 years of industry experience. Kohler is an advisor for Lpl Financial LLC. They have been with Lpl Financial Llc for the entirety of their career. Kohler maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Lpl Financial LLC is a financial advisory firm operating out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 people on staff. It oversees $368 billion in assets between its 1,688,501 accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth clients who have at least $1 million in assets. Lpl Financial LLC performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules largely are based on which service is offered. However, fees billed by Lpl Financial LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Fallbrook, CA

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CA Average: $646,059,043
Total Number of Employees

31,366

CA Average: 13
Total Number of Accounts

1,688,501

CA Average: 661
Average Account Size

$217,956

CA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Gerard Kohler Work History

Gerard has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Lpl Financial Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gerard Kohler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Hyun Song
Vienna, VA
Gregory Horn
Lawrenceburg, IN
Adam Chaney
Naperville, IL
Gregory Mason
Biloxi, MS
Kevin Harvey
Chico, CA
Hope Hoch
Oldsmar, FL
Joseph Praino
Purchase, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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