Donna Crocker
Donna Crocker is a registered investment advisor at LPL Financial LLC, based in Gloucester, MA, with 39 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
1 Blackburn Drive, 2nd Floor, Gloucester, MA, 01930
Get directionsHistory
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
Donna owns rental real estate in Napa, CA, dedicating a few hours per week to it. She is also a licensed independent insurance agent and an investment advisor representative (IAR) with Good Harbor Advisors, Inc., spending about a quarter of her time on insurance and about half her time as an IAR.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Good Harbor Advisors, INC.
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Investors Capital CORP.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Next Financial Group, INC.Broker
Royal Alliance Associates, INC.
Fortis Investors, INC.Broker
Royal Alliance Associates, INC.Broker
First Investors CorporationBroker
State Registrations17 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.