Donald Magdon
Donald Magdon is a CFP-designated registered investment advisor at LPL Financial LLC, based in Phoenix, AZ, with 37 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
Phoenix, AZ
Get directionsHistory
Regulatory History (6)
Customer Dispute
April 2013Customer Dispute
December 2009Customer Dispute
December 2006Regulatory
May 2002Regulatory
February 2000Regulatory
December 1997Other Business ActivitiesSells Insurance
Donald sells fixed insurance and property & casualty insurance as an agent in Phoenix, AZ. Selling fixed insurance takes about a quarter of his time, while he spends no time on property & casualty insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
MML Investors Services, INC.Broker
New England SecuritiesBroker
Securian Financial Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations20 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.