Dorne Hall is a registered investment advisor at LPL Financial LLC, based in Lehi, UT, 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
2975 Executive Pkwy, Ste 240, Lehi, UT, 84048
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2011Customer Dispute
March 2002Other Business Activities
Dorne is involved with Boxfin Financial since 2021 and Halls of Glory, Inc. since 2019. Dorne also uses DH Planning as a DBA for their LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Esi Financial Advisors
Equity Services, INC.Broker
Financial Network Investment CorporationBroker
MML Investors Services, INC.Broker
G. R. Phelps & CO., 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.