Harry Dorman
Harry Dorman is a registered investment advisor at LPL Financial LLC, based in Appleton, WI, with 12 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
1500 N Casaloma Drive Ste 411, Appleton, WI, 54913
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Regulatory History (1)
Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Harry is the President and Insurance Agent offering fixed insurance products through multiple entities. He dedicates about a quarter of his time to Anchor Insurance and Financial Services, and nearly full-time to another insurance business.