Hugh Coonrod
Hugh Coonrod is a CFP-designated registered investment advisor at LPL Financial LLC, based in Naperville, IL, with 42 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
1250 E Diehl Road, Suite 101, Naperville, IL, 60563
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Hugh is the sole owner/employee of Coonrod Financial Services, offering securities and insurance products. He dedicates minimal time to non-variable insurance through local agencies.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Transamerica Securities Sales CorporationBroker
Planner's Independent Management, INC.Broker
The Planner's Securities Group, INC.Broker
Integrated Resources Equity CorporationBroker
Planner's Independent Management, INC.Broker
Financial Planners Equity CorporationBroker
State Registrations8 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.