Donna Fitzer is a registered investment advisor at LPL Financial LLC, based in Charlotte, NC, with 21 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
6101 Carnegie Blvd Ste 200, Charlotte, NC, 28209
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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.
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Donna is employed by Benham Builders Inc and Carolina Country Acres LLC, dedicating minimal time to each. She also works as an employee for Fairview Wealth Management, spending significantly more than full-time hours on this investment-related activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential-Bache Securities INC.Broker
State Registrations30 states
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