Darryl Visocky
Darryl Visocky is a registered investment advisor at LPL Financial LLC, based in Westlake, OH, with 39 years of industry experience. Darryl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
27865 Clemens Road, Ste 2, Westlake, OH, 44145
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2004Other Business ActivitiesSells Insurance
Darryl operates his LPL business through Maxim Financial Group LLC, dedicating about 10-20% of his time. He also works with Simpliterm LTD and Maxim Financial Group LLC as an insurance agency, spending a few hours per week and about 10-20% of his time respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations9 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.
Exams
More Advisors
- Jeffrey KobakLPL Financial LLC
- Jonathan Kesselman, CFPLPL Financial LLC
- Donald QualtersLPL Financial LLC
- Robert FriesLPL Financial LLC
- Barry Pavlo, CFAFort Washington Investment Advisors INC
- Michael Brady, CFPMichael Brady & CO., LLC