Phillip Eggers
Phillip Eggers is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 35 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
4707 Executive Dr, San Diego, CA, 92121-3091
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.