Phillip Eggers is a registered investment advisor at LPL Financial LLC, based in Plano, TX, with 36 years of industry experience. Phillip 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
5800 Granite Pkwy Ste 250, Plano, TX, 75024-6617
Get directionsHistory
Regulatory History (2)
Regulatory
August 2008Regulatory
June 2008Other Business Activities
Phillip is the business owner of Euclid Design Group, Eggers Stagecoach Farm, Windmill Ceiling Fans, Super Duty Fans, and Ranch & Co. Interiors, LLC. He also operates Legacy Retirement Planning as a DBA for his LPL business, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Stratos Wealth Partners, LTD
LPL Financial LLC
LPL Financial LLCBroker
Dean Witter Reynolds INC.Broker
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.
Exams
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